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

As the founder of Chernick James & Associates Wealth Counsel, Nevin brings over 30 years of industry experience and a commitment to building lasting client relationships. Since establishing the Vancouver office in 1996, he has focused on understanding each client’s unique story, family dynamics, and aspirations. 

With expertise in tax and estate planning, and as a Portfolio Manager, Nevin crafts personalized strategies while actively contributing to the investment process, ensuring each plan reflects the individual goals of every client.

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

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

With over two decades of experience in the investment industry, Jack serves as our teams Portfolio Manager, overseeing the discretionary investment management practice. His hands-on approach ensures that all investment decisions are made in-house, allowing for customized strategies that align precisely with each client’s unique financial goals. 

Jack is committed to guiding clients toward their objectives while safeguarding their wealth. His disciplined, adaptive investment process balances growth opportunities with prudent risk management, responding to changing market conditions to ensure long-term success.

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

Alysha Tse FEA, CFP, TEP, MTI, CLU, CHS, CIM
Associate Wealth Advisor
Tel: 604.678.6581
LinkedIn

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.

 

 

Thomas Dalinghaus FMA, CFP
Associate Investment Advisor
Tel: 604.640.0528

With over 30 years of investment experience, Tom brings a wealth of knowledge and a deep understanding of financial planning strategies to our team. As an Associate Investment Advisor, he specializes in providing insightful counsel on complex wealth management challenges, assisting clients in navigating multifaceted financial landscapes with confidence. 

Tom believes in a client-centric approach, taking the time to understand each individual's personal and financial goals to provide tailored advice. He focuses on long-term financial planning, ensuring that clients are well-prepared for future milestones and life's unpredictability.

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

Eleena Swan CFP®, CLU, EPC

Estate & Insurance Advisor

person

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).