Videre Team

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.

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.

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).