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.

After graduating from the University of Victoria, Judy worked with the Big 5 Banks and independent investment brokerages before landing at Videre. After joining Videre’s team several years ago, Judy has grown into an indispensable part of the company’s operations. As Videre’s Operations Manager Judy’s dedication to improving internal systems and processes is critical to maintaining and increasing the efficiency of the business. Her focus on both daily operations and long-term planning consistently steers Videre’s team towards success. In order to best serve our clients, Judy obtained her license with BC Insurance Council and has completed the EMS course at the Sauder School of Business as well as an executive education course at Wharton.

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.

Growing up playing competitive sports, Gaurav learned the importance of teamwork and dedication when he played collegiate soccer at Douglas College. A graduate of Simon Fraser University, he started his career at Canada’s largest Risk Mitigation firm working alongside company directors and special operatives on high-risk cases. Gaurav took those skills and transitioned into the financial world in 2013, creating strategic plans for hardworking Canadians. In 2019, he received an award from a leading Canadian firm, recognizing his work as one of the top young advisors in the country. With his industry experience and technical knowledge, Gaurav has joined the team at Videre as a Strategic Partner, helping business families create a lasting impact and legacy.

Yaniv is an accomplished software architect and engineering consultant who recently joined Videre to lead the firm’s technology initiatives. He holds a Master’s degree in Computer Science from GeorgiaTech and a Bachelor’s degree in Electrical and Computer Engineering from the BCIT. With a career spanning both large financial institutions and innovative startups, Yaniv brings a unique blend of expertise to Videre.

Specializing in data-science and machine-learning, Yaniv is focused on leveraging cutting-edge technology to enhance Videre’s service offerings. His work aims to streamline operations and develop advanced analytical tools that add value to Videre’s specialized advisory services. Yaniv’s leadership in technology ensures that Videre stays at the forefront of industry innovation, offering agile and robust solutions to its esteemed clientele.

Lyndsay is a distinguished professional holding a Master’s in Business Administration, complemented by a Bachelor of Arts degree. Her educational journey commenced with a Bachelor of Arts degree in Political Science from the University of Calgary, coupled with a minor in History from the University of Victoria. During this time, she also gained valuable experience in various dynamic industries.

Continuing her pursuit of knowledge, Lyndsay furthered her education at Sauder Business School (UBC) and achieved the milestone of obtaining her MBA from HULT International Business School, an esteemed Triple Crown accredited institution located in Boston, Massachusetts. Currently, in her role as Videre’s Innovation and Operations Manager, Lyndsay brings a dedicated focus on client services and regulatory compliance.

Beyond her professional endeavors, Lyndsay leads an active lifestyle, cherishing quality time with family, exploring the natural beauty of the greater Vancouver area, and engaging in travel experiences.

Please let me know if you have any questions.

Thank you!

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).