Stan is a Certified Financial Planner (CFP) with over 15 years of experience and has been working with the Financial Literacy Counsel since 2010. He understands the financial and personal stress that professionals experience and the demands placed on their time. Helping physicians and optometrists gain a sense of control over their finances so they can concentrate on their practices, their families and their activities outside of their profession, gives him great satisfaction.
He has advised hundreds of clients on every aspect of their financial lives including managing their investments for long-term financial security, evaluating insurance needs, optimizing personal and corporate tax strategies, and coordinating estate planning. Stan uses a holistic approach to help clients achieve their personal wealth goals with comprehensive and customized solutions through coordinated and proactive wealth plans.
Stan has been featured in the BC Doctors of Optometry's Eye Digest magazine in an article on “Financial Wellness for ODs”. He has also been a speaker at many organizations over the years on the topic of financial planning and wealth management. At home, Stan is usually busy with his two young sons, who are very active and enjoy spending time outdoors. He and his wife enjoy travelling, good food, and live concerts.
For over 15 years, Gary has been providing holistic wealth strategies to clients who entrust him with their family’s financial well-being. He is a Certified Financial Planner, Certified Health Specialist and Chartered Life Underwriter. Gary utilizes his knowledge and experience along with the expertise of lawyers, accountants and other industry professionals when required to help clients achieve their financial and personal goals in the areas of wealth, tax, lifestyle and estate planning.
Although Gary has a diverse client base, his practice has gravitated to serve two unique segments: young families and soon-to-be retirees. Each of these groups come with their own set of financial challenges, but both appreciate his attention to detail and his ability to explain financial concepts in a way that’s easily understood. Prior to starting his career in financial services, Gary performed analytical work in a chemistry lab and holds a Bachelor of Science degree in Chemistry from SFU. Outside of work, Gary enjoys spending time with his wife and two young daughters, trying new recipes to add to the family dinner menu and having family getaways in Hawaii.
With nearly a decade of experience, Lewis is a Financial Advisor who joined the Financial Literacy Counsel in 2012. He enjoys working with young families that are balancing their work, life, and finances. Lewis can help simplify the complexities of financial topics such as tax planning, investing, and budgeting and managing cash flow.
Currently, he specializes in working with professionals such as Pharmacists, Physiotherapists, Occupational Therapists, Registered Nurses and Registered Dietitians. With his EPC designation, Lewis focuses on having a clearer picture in mind when it comes to your finances.
He can help streamline your finances and integrate a holistic approach by working with professionals such as Lawyers, Lending Specialists, and Accountants. With a BA in Communications and Commerce, he understands the importance of collaboration and working together in the best interest of his clients.
In his spare time, Lewis enjoys staying healthy through hot yoga, hikes, and outdoor sports. He is quite competitive and regularly participates in team sports such as hockey and volleyball. Lewis serves and volunteers with the local community in Mount Pleasant and Mission.
Patrick is a Certified Financial Planner (CFP) who joined the Financial Literacy Counsel in 2010 as an integral part of the operations and client service management team. He provides a holistic approach to planning and is passionate about helping clients make wise and responsible financial decisions today and in the future. Patrick helps his clients in the areas of cashflow and debt management, tax and estate planning, risk management planning, and investment management.
He is part of a team of legal, accounting, and financial management specialists geared towards “building financially literate generations.” He helps engineer, design and implements financial solutions with a particular emphasis on growing wealth and profitability for his clients, which include professionals and self-employed.
Prior to his career in financial services, Patrick was an Aircraft Engineer for a regional airliner.
Outside of work, Patrick spends time with his wife, Angela, and two children Amelia and Caleb. He enjoys being active and adventuring from cycling, sports, outdoor activities such as hiking, travelling and exploring and trying new things. Patrick volunteers his time in the community such as for his church, and lately mentoring a retired athlete.
Since joining Financial Literacy Counsel in 2013, Winnie has perfected her strategy with clients to integrate different investment and insurance options so that their goals are achieved sooner. Winnie has a passion for numbers and is most satisfied by helping to make a difference in people’s lives.
She has a Bachelor of Science degree with a joint major in Finance from SFU. She is also a Certified Financial Planner.
One of her key pieces of advice to clients is to invest in capital preservation with long term growth. With Winnie’s dedication and expertise, clients will start building towards this foundation by creating a strong core in their portfolio. Whether clients need advice on buying a new home, wanting to be more tax-efficient, planning for retirement, or passing on a legacy, Winnie is your expert to support you on your personal journey.
She prides herself on ensuring that her clients are financially sound so that they can spend more time focusing on other priorities in their lives.
Aside from work, she loves being in the outdoors including hiking, biking and paddle boarding. While Vancouver will always be home, she enjoys travelling to different places and learning about people, culture and food.