OUR TEAM

Knowledge and Experience Counts

Meet the team at WealthSense Financial Group.

Our core team is further supported by an extensive network of strategic planning professionals such as accountants, lawyers, insurance and securities specialists, and mortgage brokers.

Nelson Simoes

President, Certified Financial Planner

nelson@wealthsensefinancial.com

604-688-6535 ext. 2

Agustina Coccaro

Insurance Advisor

agustina@wealthsensefinancial.com

Vancouver: 604-688-6535 ext. 3

Squamish: 604-892-8281 ext. 1

Charlotte Anderson

Certified Financial Planner

charlotte@wealthsensefinancial.com

604-688-6535 ext. 4

Clare Chan

Client Service Specialist

support@wealthsensefinancial.com

604-688-6535 ext. 1

our resources team

Steve Fooks

Patricia Carlos

Advanced Insurance Case Consultant

Patricia Carlos

Advanced Living Benefits Consultant

Terry Dunsmann

Patricia Carlos

Terry Dunsmann

Securities Specialist

Canada Life Securities Ltd., Member of CIRO and the Canadian Investor Protection Fund

Link to the CLSL website

Search for an Advisor Report | Canadian Investment Regulatory Organization

Contact Us

Vancouver Office

Phone: 604-688-6535
Fax: 778-945-8399
Email: support@wealthsensefinancial.com
Suite 310 – 1650 West 2nd Ave Vancouver, BC V6J 1H4

Squamish Office

Vancouver Office

Phone: 604-892-8281
Fax: 778-945-8399
Email: agustina@wealthsensefinancial.com
PO BOX 1392 Squamish, BC V8B 0A9

Our Process

Free Quote

Our Services

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