Partners

Marc Beavis, Investment Advisor
Manulife Securities Incorporated
604.233.1964

Marc Beavis specializes in working with individuals, families and business owners seeking assistance in the long term, prudent accumulation and management of their investment portfolios.

For new clients, a minimum investment portfolio of $500,000 is required.

In addition, Marc's clients include companies with Group RRSPs and Individual Pension Plans.

Degrees and Designations
Certified Financial Planner (CFP)
Associate Certificate in Financial Planning

Marc holds the Certified Financial Planner designation, issued and administered by the Financial Planning Standards Council.


 




Lisa Wong, Insurance Representative
604.233.1964

Lisa provides insurance solutions to businesses, individuals and families.

Twenty years in the financial service industry provides Lisa with a solid background enabling her to assist her clients in the areas of wealth accumulation, retirement and estate planning.

A significant component of Lisa's business is in the area of Employee Benefits, including Dental & Health programs

Degrees and Designations


Chartered Life Underwriter (CLU)
Recipient of Dunstall Memorial Medal (Province of BC)
Bachelor of Science, Kinesiology (BSc Kins)

Lisa is an active member of Advocis (The Financial Advisors Association of Canada.)

 


Administration

Nancy Tse, Administrative Assistant

With many years experience as an office administrator, Nancy Tse offers superb administrative support to both Marc & Lisa.  Nancy's particular strengths include outstanding attention to detail and a true desire to ensure that clients of Beavis, Wong & Associates and Manulife Securities are always well cared for.

Nancy is always willing and able to help out with client inquiries, and those who have come to know Nancy on a professional basis can be assured of a consistent, positive experience and a high level of service.