Estate & Insurance Advisor
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).
Senior Financial Planner
Alysha takes a holistic approach to wealth management, leading the wealth planning process in its entirety — from goals-based discovery to developing detailed financial and estate plans, through to strategy implementation.
With over 10 years experience in the investment industry, Alysha provides clients with comprehensive wealth services including expert insight on tax, intergenerational wealth transfer, philanthropy, business succession and continuity planning and estate planning. She holds specialized designations in financial planning, family enterprise advisory, estate planning, and risk 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).
Located in the Vancouver office of Richardson Wealth, Chris rounds out the Tax & Estate Planning team’s coast-to-coast support of Richardson Wealth’s Investment Advisors and their clients. Drawing upon the collective knowledge and experience of the Tax & Estate Planning team, he works closely with Investment Advisors to deliver comprehensive wealth planning services covering tax, financial, estate, insurance and investment planning needs to their clients.
With his engineering and corporate planning experience coupled with over two decades in the financial services sector, Chris brings his passion to the table in delivering comprehensive wealth planning solutions. Relishing the challenges brought forth by ever-changing tax and regulatory environments, he creates comprehensive, understandable, and practical solutions for our clients’ diverse financial needs.
Chris is a Certified Financial Planner® practitioner and has completed the Canadian Securities Course (CSC), the Life License Qualification Program (LLQP) and the Canadian Investment Funds Course (IFIC). Chris has also completed certification (with honours) in the area of personal tax review and preparation.