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.

Francesca is a Registered Dietitian and holds a Bachelor of Science in Food, Nutrition and Health with a Major in Dietetics from the University of British Columbia. Her professional journey began in acute and outpatient care within hospital settings, where she honed her clinical expertise across diverse specialties such as oncology, renal care, ICU, neurology, and chronic disease management. Francesca also coordinated the BC Metabolic Nutrition Program at BC Children’s Hospital, underscoring her leadership in policy development, staff management, and ensuring compliance with rigorous standards through audits and evaluations. Her proficiency in budget oversight, collaboration with healthcare providers, and staff training highlights her commitment to operational excellence.

Currently pursuing certification in the life license qualification program, Francesca is eager to apply her healthcare background to enhance client service, support and underwriting at Videre. She is dedicated to promoting wellness in both professional and personal realms, advocating for healthy lifestyles through activities like yoga, nutritious cooking, and mountain running.

Luke was born and raised in the Greater Vancouver area, where he recently graduated with a bachelor’s degree in Economics from Simon Fraser University. He also studied in China at Zhejiang University where he learned to speak mandarin as well as read and write.

Luke is a high-level athlete winning 4 karate BC provincial championships. During his free time, you can still find Luke practicing martial arts, playing piano, soccer and fine tuning his golf game on the weekends.

Luke is committed to building and maintaining strong relationships by being reliable, putting others first, and constantly working to earn their trust. At Videre, he looks forward to building these relationships.

Don graduated from the University of Calgary with a Bachelor of Commerce degree. In 1979 he founded DSI Estate Planning Inc., a boutique firm that works with high net worth individuals and family-owned enterprises to help them preserve capital and mitigate the impact of tax on their estates.

A frequent speaker on the uses of life insurance for wealth holders, Don has spoken to The Conference for Advanced Life Underwriting (CALU), the Society of Trusts and Estate Practitioners (STEP), the University of Calgary, the Calgary Foundation, the Alberta Children’s Hospital Foundation and top advisor conferences for Sun Life and Manulife.

Don was a founding member of CALU and acted as its Chair in 2014. As Chair, he participated in meetings with the Department of Finance on the new tax-exempt insurance rules, which came into effect on January 1, 2017. To better serve his clients, Don is designated as a Chartered Life Underwriter (CLU), Family Enterprise Advisor (FEA) and Trust and Estate Practitioner (TEP).

Don’s community involvement includes board membership on the Calgary Foundation from 1999 to 2008 and being the Founding Director of the Canadian Association of Family Enterprise (CAFÉ), Calgary Chapter. He served as an Advisory Committee member of The Hotchkiss Brain Institute from 2004 to 2016.

A former member of Canada’s National Badminton Team, Don remains active in promoting the Canada Open badminton tournament held annually at WinSport. Don is married to Susie. They have 3 children and 6 grandchildren.

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.

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.