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

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

Carter Melnyk

Financial Security Advisor

carter@wealthsensefinancial.com

778-838-9447


Clare Chan

Client Service Specialist

support@wealthsensefinancial.com

604-688-6535 ext. 1

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



Our Process



Free Quote



Our Services

Copyright © 2021 WealthSense Financial GROUP INC. - All Rights Reserved.

Powered by

  • Home
  • Our Services
  • Our Process
  • Our Team
  • Our Clients
  • Chambers Plan
  • Our Privacy Policy

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept