Nevin G. Chernick CFA, CMA, CPA
Branch Manager & Portfolio Manager, Investment Advisor
Nevin Chernick
Tel: 604.640.0530

With over 30 years of industry experience, Nevin has been Branch Manager of the Vancouver office of Richardson Wealth and its predecessor firms (Macquarie Private Wealth and Blackmont Capital) since 2006. Nevin is committed to his community and enjoyed serving a three-year term on the Board of the Surrey Cares Community Foundation. He is also an active supporter of the Canucks Autism Network, a British Columbia-based charity that provides much needed support and programs for individuals and families coping with the challenges of life on the autism spectrum. Nevin’s passions include boating and fishing. He is always looking for a new travel destination to visit with his wife, pursuing new landscapes and subjects to support his photography hobby.

“We have a singular focus on providing an excellent client experience.”  – Nevin

Thomas Dalinghaus FMA, CFP
Associate Investment Advisor
Tel: 604.640.0528

With over 30 years of investment experience as well, Tom adds a deep understanding of planning strategies to the team. He has the knowledge and expertise to handle complex wealth management problems and counsel to high net-worth clients on their financial issues. Outside of the office, you can often find Tom biking trails on the North Shore mountains. He also enjoys spending his free time with his family and their two dogs.

“Life is full of surprises, your financial plan shouldn’t be.” – Tom

Jack James CPA, CGA, CIM
Associate Portfolio Manager
Tel: 604.640.0533

With over 18 years of industry experience, Jack uses his institutional background in analytics and portfolio management in every investment decision he makes. A keen tactician, he is always monitoring the investment universe for new opportunities. Away from his desk, Jack enjoys relaxing in his garden with his wife and two sons.

“We help clients achieve their investment goals while minimizing their risks.” – Jack

Mackenzie Thomson
Associate
Tel: 604.640.0529

Having graduated from McMaster University with a degree in Finance and a minor in Economics, Mackenzie ("Mack") has a passion for wealth management and is eager to meet new challenges and deliver exceptional client service. Outside of work, Mack enjoys taking advantage of everything Vancouver has to offer - whether it be skiing in the winter or being on the water in the summer.

Eleena Swan CFP®, CLU, EPC

Estate & Insurance Advisor

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Eleena Swan is an estate and insurance advisor who works closely with investment advisors to deliver comprehensive insurance planning services to their clients.

She has over 20 years of experience in the insurance industry and has developed an extensive knowledge of life and health insurance as well as complex insurance strategies. Eleena employs a dedicated, compassionate, holistic planning-based approach to assist clients with preserving their wealth so they can enjoy what they have worked so hard to build. Her dedication and compassionate approach ensures that plans are custom tailored to each client’s unique set of circumstances and delivered with a high level of care.

Eleena holds her Certified Financial Planner, Chartered Life Underwriter and Elder Planning Counsellor designations and is a life member of the Million Dollar Round Table (MDRT). Her passion for the industry has led her to volunteer her time and help others. She currently volunteers with the Advocis Programs Committee, and is a past vice-president of the Board of Directors at the Houston Chamber of Commerce as well as an MDRT Foundation Canada Board Member, which is the philanthropic arm of MDRT. Eleena also maintains memberships with the Financial Advisors Association of Canada (Advocis) and the Financial Planning Standards Council (FPSC).

Alysha To CFP®, TEP, CLU®, CHS, MTI, CIM

Senior Financial Planner

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A wonderful addition to our Vancouver office, Alysha takes a holistic approach to wealth management, working closely with advisory teams and their high-net-worth clients to identify wealth, and tax and estate planning opportunities. She leads the wealth planning process in its entirety — from goals-based discovery to developing detailed financial and estate plans, through to strategy implementation.

Alysha provides clients with comprehensive wealth services including expert insight on tax, intergenerational wealth transfer, philanthropy, and strategic retirement and estate planning. She holds specialized designations in financial planning, estate planning, insurance, risk management and portfolio management.

Alysha is actively involved in the industry — she is Chair of Programs Committee for the Society of Trust and Estate Practitioners (STEP) Vancouver Executive, a mentor to students through Junior Achievement of British Columbia, STEP and the BCIT Financial Planning Program, and serves as Director and Chair of Education for the Financial Planning Association of Canada (FPAC).