Peace of mind through financial confidence

AFS Insights: Vancouver

Charis Lee

Employee Benefits Specialist Arbutus Financial Services Ltd. As an Employee Benefits Specialist, Charis serves as an advocate for plan administrators and employees by ensuring accurate and efficient plan management and claims reimbursement. Her role is to make it easy for our clients to navigate the complexities of their employee benefits program. She has extensive knowledge… Read more »

Christine Kumar

Client Services Manulife Securities Investment Services Inc. and Arbutus Financial Services Inc. Born in Fiji and raised in Vancouver, Christine graduated from CDI College of Business and Technology with a bachelor’s in Business Administration in 2004. She also continued her studies and obtained her certification in the Tourism Industry in 2013. Christine worked in the… Read more »

Donald Rhee

Associate Manulife Securities Investment Services Inc. and Hammer Consultants Inc. Donald has been active in the financial services industry since 2008 after graduating from UBC with a degree in Political Science (minor in Commerce), combined later with the Financial Management Diploma program at BCIT. He has a wealth of global experience, having managed his family’s franchise… Read more »

Ed Jackson

Advisor, Manulife Securities Investment Services Inc. Insurance Representative, Ed Jackson Financial Ed Jackson is an accomplished retirement and financial planner with 30 years experience serving the investment, tax and life and health insurance needs of clients. His focus is personal financial planning-based advice, services and product solutions within the context of client circumstances, perspectives and needs. Development of… Read more »

Peter Hammer

Financial Advisor, Manulife Securities Investment Services Inc. Insurance Representative, Hammer Consultants Inc. Peter has been providing professional planning services for the past 45 years in various capacities. For 15 years he worked as an urban planner with cities in Ontario and B.C. and as a planning consultant advising major real estate developers and large pension funds… Read more »

Derrek Quon

Partner, Employee Benefits, Arbutus Financial Services Ltd. Derrek began his professional career in the employee benefits industry in 1992, developing his expertise at one of Canada’s largest providers of employee benefits programs.  Derrek leverages his unique understanding of the inner workings of an insurance company to provide our clients with valuable insights to ensure their… Read more »

A.J. Gardner (Gardy) Frost

Advisor, Manulife Securities Investment Services Inc. Insurance Representative, Arbutus Financial Services Ltd. As a professional financial advisor, Gardy has been assisting clients with their financial affairs since 2003 and with Arbutus Financial since 2005. Gardy is a member in good standing of the Financial Advisors Association of Canada (Advocis). He is currently pursuing his Chartered Life Underwriter (CLU)… Read more »

Neil Menzies

Advisor, Manulife Securities Investment Services Inc. Insurance Representative, Arbutus Financial Services Ltd. Neil has been providing professional advice since 1989, with his beginnings in the life insurance industry.  After founding Arbutus Financial in 1997, he has broadened his business planning skills across Employee Benefits, Corporate Risk Management, Treasury Management and Succession Planning.  Neil’s core focus is… Read more »