Family Wealth Protection.

Jeremy is a well-esteemed financial advisor to private business owners across Canada. His areas of expertise include Integrated Planning, Estate Planning, Insurance Planning,  Risk Management, Asset Allocation and Portfolio Management. Jeremy is active in the Vancouver business community and an alumni member of the Entrepreneurs Organization. Jeremy has successfully completed Wharton’s M&A program, and Harvard’s Private Equity and Venture Capital Program. He has been published in Harvard Business Review and has been an advisor on Enriched Academy. He is deeply passionate about working with business families to help them create better pathways to achieve desired outcomes for their family and family wealth. Jeremy spoke in 2017 at an international financial conference in Cannes, France to the top advisors in Canada about how to build a disciplined and evolved practice. He has won several awards for his work with clients at two different leading Canadian firms and has been a national leader at both. He maintains both his Chartered Life Underwriter Designation and his Chartered Investment Manager Designation and is currently working on his Chartered International Wealth Manager Designation. Jeremy is an active member of CALU the Conference for Advanced Life Underwriting.

Judy is a graduate of the University of Victoria and recently completed the EMS course at Sauder School of Business. Not only is Judy licensed with BC Insurance Council, but she also has extensive experience from working with the Big 5 Banks as well as independent investment brokerages. Judy is indispensable to the company’s operations; her focus and dedication are critical to maintaining and increasing the efficiency of the business.

Blake is an established financial advisor working with clientele across Canada. Primarily working with business owners and business families, his areas of expertise include Insurance Planning, Risk Management, Wealth Transfer, Shareholders Agreements, Estate Planning, and Portfolio Management. Blake has provided sound financial management services since 2009 and is passionate about working with clients to help them achieve their financial goals. He has been recognized with multiple awards for the work he has done. Blake graduated with a business degree from the University of Western Ontario. He grew up on the North Shore but now lives in South Surrey with his wife and 3 kids. If he is not coaching soccer, he can be found on the hill skiing with the family.

Priya is a Life Licensed Insurance Advisor and has been a part of the industry for over 20 years. In her role, she integrates seamlessly into the Videre Financiers hub and brings even more diversity to Videre’s offerings.

Priya’s skills include analysis of current insurance portfolios and recommendations for streamlining to maximize protection. She is also a valuable asset in analyzing employee offerings including Group Benefits, Personal Health Spending Accounts, and Health & Dental Insurance. Priya has been highly successful in adding value to several clients. She is currently working towards her Certified Health Specialist designation.

Priya has been happily married for the past 16 years and has a beautiful 7-year-old daughter. She enjoys spending time with her family, working out, reading, and travelling.

Laura has been in the financial planning industry for 26 years and founded Vision Financial Partners over 15 years ago when she saw the need for a boutique firm that specializes in advanced strategy work. Her mission has always been to work in partnership so she can focus on problem-solving instead of prospecting. Her background in math, product and strategy development is sought after by leading financial advisors across Canada.

Her business is built on integrity. Her core belief is that, at the end of the day, “the truth” (the numbers) is all clients need to make an informed decision.

When not running the numbers or consulting with clients, Laura jokes that she is an uber driver for her children. She also enjoys running and tough mudder competitions.

With over 20 years of industry experience, Christopher brings a wealth of tax planning experience. Directly prior to joining IDC WIN, he held the position of National Estate and Tax Planning Consultant with Canada Life, with a specialization in the owner-manager, high net worth and professional services markets. As an expert in both tax and advanced life insurance concepts in the larger case market, Christopher will bring his highly developed presentation skills and knowledge resources to IDC WIN and its Advisors, as the firm expands into the TEP arena.

Christopher is an alumnus of Saint Mary’s University, graduating in 1994. He holds the CPA, CA designation (1996). He has been a guest speaker at various national conferences and has authored and lectured tax courses for both CPA Canada and CPA Nova Scotia. He is a member of the Canadian Tax Foundation and Conference for Advanced Life Underwriting (CALU).

Arielle is a soon-to-be graduate from the UBC Sauder School of Business’ BCom Program. After several work experiences at startup companies, she has found her way to Videre. Arielle is proud to join Videre’s team, and to continue learning through completing an LLQP Certification course. Arielle focuses on improving efficiency through aiding Videre’s team with a range of tasks; she helps our Advisors offer the best possible service to clients. During her time off, Arielle enjoys cooking and hiking.