Gary Suen CFP, RRC
Kerrisdale Branch, Vancouver
"Every client’s financial situation is unique and that makes my job as a planner very interesting and enjoyable as we work together to find the appropriate solutions and make the necessary changes for success."
A Certified Financial Planner (CFP), Gary has also completed the Registered Retirement Consultant (RRC) designation and specializes in designing retirement strategies for clients. “I pride myself on providing excellent service to all my clients.” Gary takes the time to listen and understand all aspect of a client’s finances and is committed to their long-term financial wellness.
With over 15 years’ experience in the financial industry, Gary prides himself on making complex and sometimes stressful topics understandable and approachable. “The best part of my job is when clients thank me for providing sound advice and helping them achieve their financial goals.”
Gary and his team of specialists will develop and manage a lifespring® financial plan for you, integrating everything from insurance†, investments and retirement planning as well as your business banking (if applicable). Gary’s advisory team includes the following specialists: