You have a calling on your life.
Live it out by faithfully caring for the time, relationships, and 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
Over the last 20 years, I've worked for the big banks, managed a provincial financial literacy program, been an investment research manager, investment advisor, and portfolio manager supervisor.
I've learned everyone has a story worth listening to. And everyone's behaviour makes sense when you have enough information. I want you to feel safe enough to share whatever is on your heart. Together we'll figure out how to make better financial decisions and live with 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
I’m honoured to have been trusted with hundreds of stories—in my early work years as a neuroscience and addictions nurse and for the last decade and a half as a freelance writer. Everyone has a unique money story, each often an expression of our real beliefs, feelings, and relationships.
As Client Relationship Manager, I am your dedicated point of contact. Alongside Mark, I’m here to listen, 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 keep up with our three gorgeous girls, study child and adult development with the Neufeld Institute in Vancouver, and enjoy digging around in our garden.
Advisors in Training
Our Services
3
Investing for retirement, legacy gifts, will & estate planning
Grow
In order to achieve your giving and living goals, some growth of your savings may be required.
Like fast food, the investment world is full of expensive, processed, and packaged foods—with ingredients you don't understand or aren't any 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 values, temperament, and risk tolerance.
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.
2
Live
Coaching on how best to be faithful with your time, relationships, and resources
Falling away from your purpose doesn't happen all at once, but slowly, one compromise at a time. Prevent mission drift by staying focused on your calling. Living well takes a lot of thought, care, and conversation with trusted advisors. This requires planning.
In the absence of having a clear purpose or goal, humans often default to having more. Rather than defaulting, we want to help you think through and live out what your life is individually meant for.
1
Give
Charitable giving, donations, tax planning
It might feel backwards to starting with giving. But we believe this is what humans were made for. Life works really well when we look out for each other, and by committing to give first, we set the stage for real growth, healing, and change.
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.
We also believe that giving is about a lot more than money. It is also about giving your affection, time, and effort to the people and causes you care about. We will help you budget and plan for spending less time earning a living to free up more time for giving yourself to those who will be nourished and blessed by it.
A Team Approach
Our Partners
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Counsellors
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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.
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