Faithfully caring for the resources
you've been given.
Portfolio Manager & Wealth Advisor
Mark Letchumanan
Chartered Financial Analyst—CFA
Certified Financial Planner—CFP
Associate Certified Coach—ACC
Certified Leadership Coach—CLC
Honours Business Administration—HBA
For 20 years, I've worked for major banks, managed a provincial financial literacy program, and been an investment research manager, investment advisor, and portfolio manager supervisor.
I take a coach approach to wealth management: helping you gain clarity on your goals, creating a safe space to explore what's on your mind, and guiding you toward better decisions and fewer regrets.
Janis and I have been married for 17 years, and we have three incredible daughters (advisors in training). Outside work, you can find me in the kitchen, at the gym, or assisting with a recovery program at our local prison.
Read more about my background and leadership philosophy.
Client Relationship Manager
Janis Letchumanan
BScN, Dip. Publishing
Everyone has a unique money story, an expression of our real beliefs, feelings, and relationships. I’m honoured to have been trusted with hundreds of stories—in my early work as a neuroscience and addictions nurse, for the last decade as a freelance writer, and now in the field of finance.
Alongside Mark, I’m here to handle the details, answer your day-to-day questions, and ensure you stay on top of all the pieces as your financial journey unfolds.
Outside of work, I adventure with our three girls, study human development with the Neufeld Institute in Vancouver, and enjoy digging around in the garden.
Advisors in Training
Our Services
3
Charitable & Estate Planning
Donor-advised fund (DAF) management, will and estate planning support
What causes or charitable organizations do you care about? We will help you find a way to give while managing the tax implications and benefits. Through tools like donor-advised funds (DAFs), you can receive a tax receipt now for funds earmarked for charitable causes and decide whom to give to later.
2
Retirement Planning
Turning retirement hopes into an achievable plan
We will help you determine:
-
Your retirement lifestyle visions
-
How much you can expect from CPP and OAS
-
Your retirement age
-
Where your retirement income will come from
-
Sort through RRSPs, TFSAs, and workplace pension plans
And answer many more retirement-related questions!
1
Like fast food, the investment world is full of expensive, processed, and packaged foods—with ingredients you may not understand or may not be good for you. As a licensed investment portfolio manager, I am like a chef: I can cook a meal using ingredients chosen just for you based on your goals, temperament, and risk tolerance. The ingredients I cook with include stocks, bonds, ETFs, and funds.
For clients who want their investments to reflect their personal values, we design portfolios that align with your principles—whether that means faith-based, biblically aligned, or socially responsible investing.
Investment Portfolio Management
Growing your wealth
A Team Approach
Our Partners
01
Counsellors
02
Spiritual Directors
Money issues are often symptoms of unhealed hurts and wounds. A good counsellor can help get to the root of this and pave the way for healing.
Listening with someone for God's guidance and care when it comes to our money is a powerful tool for clarity and change.
03
Estate Planning Specialists
04
Tax Planners
Our estate specialists work to help you make an impact in ways you didn't know were possible. We provide a detailed estate plan for when you meet with your lawyer, or we can connect you with one of our trusted law partners.
Sound tax planning can have an even bigger impact on your returns than your investment strategy. A good accountant goes a long way.
British Columbia
Let’s Talk
Alberta
Ontario