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

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

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.


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