Headshot of John Ly

John Ly, CLU, CEA, EPC

Principal | Advanced Case Specialist | Corporate Insurance

john@lyandassociatesfg.com

John’s experience in the Financial industry began in 2014 when he was completing his Canadian Securities Course, and Personal Financial Planning courses through BCIT. After that, he completed his Life License Qualification Program (LLQP) and hired by the fastest growing Managing General Agency in British Columbia. Quickly learning the ins and outs of insurance planning, he had a meteoric rise in production and awarded rookie of the year in 2016. John now focuses on Business owners and how to introduce Corporate Insurance planning into their Tax, Estate, and Business succession needs. Working closely with Accountants, and Lawyers is what separates John from many insurance advisors as well as his deep connections with a variety of Insurance companies to assist clients that have pre-existing medical challenges when they are thinking of using Corporate Insurance as a tool for their planning needs.

John qualified as a member of the Million Dollar Round Table (MDRT) in 2018, and 2019. An achievement recognized worldwide given to top producing advisor in the Life Insurance industry. John has completed his Certified Executor Advisor designation along with his Elder Planning Counsellor Designation, and will be obtaining his Chartered Life Underwriter designation this year as well as his Certified Financial Planning designation. In his spare time, he volunteers with a non-profit organization called Junior Achievement where he teaches grade school students the fundamentals of the business world, adding his personal touch to each lesson.

Sean Nazareth CFP®, BBA

Certified Financial Planner | Insurance Specialist

Sean is the newest member to join Ly and Associates Financial Group and has been in the financial services industry for the past nine years. He found his true calling as a Financial Planner in 2015 after making the leap from working at a credit union. He prides himself on the fact that he can offer Financial Planning advice, while implementing solutions that fit each client’s specific needs. Sean primarily works with Business Professionals in all industries, providing an unbiased, thorough planning approach that encompasses all aspects of Financial Planning. Sean is a lifelong learner; he has completed his CFP® (Certified Financial Planner) designation, his CSC (Canadian Securities Course) and his Life License Qualification Program (LLQP). Sean is an invaluable member of our team, he brings years of knowledge, and his thoughtful approach to planning fully represents our philosophy of putting our clients’ interest first and foremost.

Sean has many aspirations; he is currently working on the CIM (Chartered Investment Manager) designation as well as his CLU (Chartered Life Underwriter designation). In his spare time, Sean is a passionate volunteer for the Centre for Child Development in BC. He also enjoys reading, soccer, and most of all, snowboarding.

Sherrie Le

Financial Advisor | Group Benefits Specialist

sherrie@lyandassociatesfg.com

Sherrie Le has been a Financial Advisor since 2013, specializing in group benefits for small businesses and corporations. Her attention to detail, listening and communication skills, and dedication have allowed Sherrie to provide her clients with the best advice on how to successfully achieve their goals. She works closely with each client to gain a complete understanding of their unique requirement and goals for a secure financial future.

As a team member of Ly & Associates, Sherrie will provide expertise in group benefits, including the coordination of retirement plans, medical, dental, vision, and disability insurance to new and existing organizations.

Sherrie is fully-licensed by the Insurance Council of BC as well as the Mutual Fund Dealers Association. Before joining Ly & Associates she was a top advisor at Sun Life Financial. She currently brokers out to all the leading Canadian life insurance providers servicing individual, corporate and group requirements.

Headshot of Dillon

Dillon McLellan, CHS

Business Development | Living Benefits Specialist

dillon@lyandassociatesfg.com

Dillon’s role on the team consists of business development and specialized living benefit planning. He works primarily with business owners, professionals, and young families. He prides himself on building strong client relationships through first class service, in depth financial analysis, and consistent, timely support.

Dillon is a licensed life insurance agent and Certified Health Insurance Specialist in British Columbia. He has a Bachelor of Arts in Psychology and previously worked as a behavioural interventionist where he educated and cared for youth with autistic spectrum disorder. He has transitioned the core skills of rapport building, communication, and empathy into his practice to better understand his clients and to appreciate their varied lifestyles and financial situations.

He is also an avid volunteer, currently devoting his time to supporting the Alzheimer Society of British Columbia.

Headshot of Kim Wagner

Kim Wagner

Business Development | Administrative

kim@lyandassociatesfg.com

That friendly voice on the phone…

Kim’s career background in administration and sales has evolved to allow her passion for connecting people to be her new focus.  She enjoys meeting and connecting professionals in multiple business arenas.  She recently managed 140 Insurance Advisors at a Desjardins office, and prior to that was the Advisor Specialist for several strong Insurance & Investment Teams at CF Canada Financial. These experiences have allowed Kim to see first hand the importance of handling client information in a confidential and expedient manner. The team relies on her expertise to ensure client cases are managed to perfection.  On a personal note, Kim’s pride and joy are her two grown children and when its time to relax, more world travelling is definitely on her calendar!