Numo Financial
Our team

Real people you can call by name.

Every client has one advisor who knows their file. Behind them, a client service team handles applications, paperwork and follow up.

Advisors

Brady Carpenter
Brady Carpenter
Principal, Numo Financial Inc.
Wealth Advisor, IPC Wealth
Any activity in relation to my title as Principal of Numo Financial Inc. is related to my insurance business only and is not the business of, or under the supervision of, IPC Wealth Inc.

Growing up in North Vancouver, I learned early the value of sharing life’s experiences with the people who matter most. Four years of varsity football at Simon Fraser University taught me teamwork and accountability, and today I act as both advisor and coach to my clients. Watching people grow and sharing in their success is why I do what I do.

Book with  Brady
Richard Bailey
Richard Bailey
Financial Advisor, BBA, CFP®

A Certified Financial Planner (CFP®), I have worked with business owners, professionals and families since 2016. My focus on education and coaching has helped me build long-lasting client relationships. Born and raised in North Vancouver, I spend my free time exploring the Lower Mainland and visiting the Sunshine Coast and Okanagan with my family.

Book with  Richard
Chris Mustard
Chris Mustard
Financial Advisor, QAFP™

Growing up in a small town in Saskatchewan with parents in health care, I learned that communities thrive when people can depend on one another. Whether it was helping a family through a tragic life event or celebrating a milestone, I knew that hard work, dependability and trust are what matter most.

Book with  Chris
Dwight Dobersheck
Dwight Dobersheck
Financial Advisor, CFP, CIM, CLU, CHS

Growing up in Northern Saskatchewan gave me a strong sense of community. Whether I am taking part in charity events like the Easter Seals Drop Zone or helping a family with their financial goals, building trust and being someone people can count on matters most. Away from work, you will find me exploring Vancouver or cheering on the Saskatchewan Roughriders.

Book with  Dwight
Jonathan Taylor
Jonathan Taylor
Financial Advisor, QAFP

The hardest part of financial planning is often taking the next step. I work one on one with clients to build strategies that match their values, and I handle the technical side so they can focus on the results. Off the clock, I still play rugby and baseball, love to travel, and enjoy watching my daughter grow up.

Book with  Jonathan
Raymond Cromarty
Raymond Cromarty
Financial Advisor

I work with individuals and business owners to bring structure and direction to their finances across investments, insurance and planning. My approach is practical and transparent, with attention to tax, timing and follow-through, so clients know where they stand and why. Outside work, I am a father of two who enjoys history, cooking, food and wine.

Book with  Raymond

Client service

The people who keep your applications moving and your paperwork right.

Darryn Hernandez
Darryn Hernandez
Client service, insurance applications

I bring over 15 years of experience in the financial industry, plus a background in healthcare administration that taught me to navigate complex processes and put people at ease. Today I coordinate the moving parts of the underwriting process. Outside work, I am most likely cheering on my son.

Teresa Soriano
Teresa Soriano
Client service
Christine Ching
Christine Ching
Client service

For the past seven years at Numo, I have helped clients move smoothly through new accounts, document preparation and routine transactions. Outside of work, I enjoy cooking, pilates and yoga classes, and going for walks.

Interested in joining us?

We work with advisors who want their own book and a team and systems behind them.

Talk to Brady about joining