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 who 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 hospital settings, where she developed clinical expertise across a range of specialties, including oncology, renal care, intensive care, neurology, and chronic disease management.

She also served as Coordinator of the BC Metabolic Nutrition Program at BC Children’s Hospital, where she demonstrated strong leadership in policy development, staff management, and regulatory compliance through audits and program evaluations. Her experience in budget oversight, interdisciplinary collaboration, and staff training reflects a consistent focus on operational excellence.

Francesca has since expanded her professional scope into the financial services industry. Having successfully completed the Life License Qualification Program (LLQP), she is now a licensed life insurance agent with Videre Financiers, where she leads operations and supports underwriting and client service. She brings a thoughtful, client-centred perspective shaped by her background in healthcare.

Outside of work, Francesca is passionate about wellness and enjoys yoga, nutritious cooking, and running.

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).