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Wealth Sense Financial
  • Home
  • Our Services
  • Our Process
  • Our Team
  • Our Clients
  • Chambers Plan
  • Health Spending Account
  • Blog

BC’s Leading Financial Planners

Knowledge and Experience Counts

Meet the team at WealthSense Financial Group. British Columbia families and businesses turn to us for financial planning, investment planning, retirement planning, and employee benefits.


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. 


Whistler retirement planning

Nelson Simoes

  President, Certified Financial Planner

nelson@wealthsensefinancial.com

604-688-6535 ext. 2

Creating generational wealth

Agustina Coccaro

Insurance Advisor

agustina@wealthsensefinancial.com

Vancouver: 604-688-6535 ext. 3

 Squamish:   604-892-8281 ext. 1

Vancouver financial planner

Charlotte Anderson

Certified Financial Planner

charlotte@wealthsensefinancial.com

604-688-6535 ext. 4

Vancouver business financial planning

Carter Melnyk

Financial Security Advisor

carter@wealthsensefinancial.com

778-838-9447


Vancouver Retirement Planning

Clare Chan

Client Service Specialist

support@wealthsensefinancial.com

604-688-6535 ext. 1

investment advisor Vancouver

Trisha Howander

Client Service Specialist

admin@wealthsensefinancial.com

604-892-8281 ext. 2


Contact Us

Vancouver Office

Vancouver Office

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

Vancouver Office

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



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