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 Sean Fahy
Kathy
Chung
Clark
Vandermye
Martha Angulo
Kent Leung
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Kathy Chung
Investment Associate
Kathy has over 10 years experience
in the financial industry. She
holds a Bachelor of Commerce degree,
has completed the Professional
Financial Planning Course and holds
the Financial Management Advisor
designation. Kathy specializes
in financial and wealth management
planning. She works with Sean to
create investment portfolios for
clients that reflect their individual
situations including strategies
for estate and tax planning.
With her extensive experience
working with affluent clients,
Kathy also oversees the team in
the day-to-day administration of
the business, ensuring that the
highest standards of client service
are maintained. She has also completed
her Derivatives and Options Licensing
courses and helps to implement
these strategies within our team.
She is currently pursuing her Canadian
Investment Manager designation.
Kathy can be reached at (604)
661-1452 or by email at kathy_chung@scotiamcleod.com. |
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Clark
Vandermye
Investment Associate
Clark joined ScotiaMcLeod in
2004 after a 15-year career
in small business. Clark
works closely with our team
of experts to provide clients
with financial planning advice,
investment expertise and portfolio
design for retirement and wealth
accumulation. Clark has successfully
completed the Professional
Financial Planning Course.
Clark’s primary responsibility
is to help our Group clients
meet their financial objectives.
He works with Sean to create
investment portfolios for clients
that reflect their individual
situations including strategies
for estate and tax planning.
Clark can be reached at
(604) 661-7437 or by email
at clark_vandermye@scotiamcleod.com. |
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Martha
Angulo
Administrative
Associate
Martha graduated from the BCIT- Corporate Finance program in 2002 and has over
five years of experience in the brokerage industry. She is licensed as
an Investment Representative to deal with stocks, bonds, and mutual funds.
Martha’s role is to provide administrative assistance to our private clients.
Martha can be reached at (604) 661-7497, or at Martha_Angulo@scotiamcleod.com.
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Kent
Leung
Administrative Associate
Kent has worked in various
departments of the brokerage
and banking industry for
over 3 years. He is a graduate
from the University of British
Columbia where he received
a Bachelor of Arts degree
with a major in psychology.
Kent has successfully completed
the Canadian Securities Course,
and the Conduct and Practices
Handbook. He is licensed
as an Investment Representative
to deal with stocks, bonds,
and mutual funds.
Kent's role is to provide
administrative assistance
to Clark and our Group RRSP
clients.
Kent can be reached at (604)
661-7427 or by email at kent_leung@scotiamcleod.com. |
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