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 Senior 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

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 is an experienced wealth advisor with a holistic approach to wealth management, helping families and business owners navigate complex areas such as tax optimization, retirement planning, charitable giving, intergenerational wealth transfer, and business succession and continuity planning. With designations in portfolio management, family enterprise advisory, risk management, financial and estate planning, Alysha brings a wealth of expertise to her role. Her dedication to customized strategies ensures every client’s unique goals and values are at the heart of her work.

Alysha is a leader in the wealth management community. She serves as Chair of the Education Committee and Director on the board for the Financial Planning Association of Canada (FPAC) and as Chair of the Programs Committee for the Society of Trust and Estate Practitioners (STEP) in Vancouver. Alysha also represents Canada on the STEP Worldwide Council for a special operations project, contributing her expertise to global initiatives in trust and estate planning. Committed to developing future professionals, she mentors through Junior Achievement of B.C., STEP, and the BCIT Financial Planning Program.

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