Headshot of John Ly

John Ly, CFP®, CLU®, CEA, EPC

Principal | Advanced Case Specialist | Corporate Insurance

John@lyandassociatesfg.com

John began his career in the financial industry in 2015, quickly learning the role of risk mitigation as part of financial planning. He had a meteoric rise in production and was awarded rookie of the year in 2016. John now focuses his practice on successful business owners and professionals. He introduces corporate financial planning to help his clientele’s ever-changing life and business needs.

John is a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Certified Executor Advisor (CEA), and an Elder Planning Counsellor (EPC) designation holder. He is working towards his Chartered Investment Manager (CIM®) designation currently.

John qualified as a Million Dollar Round Table (MDRT) member in 2018, 2019, and the MDRT Court of the Table for 2020 and 2021. An achievement recognized in 70 countries given to top producing advisors in the financial services industry.

Sean Nazareth CFP®, BBA

Financial Advisor | Insurance Specialist

Sean@lyandassociatesfg.com

Sean found his true calling as an independent financial planner in 2015 after leaping 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 has many aspirations; he is currently working on the CIM (Chartered Investment Manager) designation and 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.

Kelvin Lam CFP®

Financial Advisor | Insurance Specialist

Kelvin@lyandassociatesfg.com

With 13 years of experience in the financial service industry and nine years as a certified financial planner, Kelvin is experienced with both investments and insurance. He has found himself more and more passionate about insurance planning for families and business owners and is currently working on his CLU (Chartered Life Underwriter designation). Kelvin strongly believes that insurance planning is often an overlooked yet critical aspect of a successful financial plan. With that said, he’s devoted himself to help protect clients from the burden of financial loss caused by the death or illness of a loved one; hence, providing his clients with a bulletproof financial plan.

Outside the office, you can find Kelvin trying out new restaurants or cooking up a storm. He enjoys working out and doing outdoor activities with his fitness community, Leap Bodies. Over the past two years, he’s completed a half marathon, Spartan Race Sprint and Spartan Race Super.

Sherrie Le

Financial Advisor | Insurance Specialist

Sherrie@lyandassociatesfg.com

Sherrie has been an independent financial advisor since 2013, specializing in living benefits and life insurance for her clients. Her attention to detail, listening and communication skills, 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 a multitude of products from different insurance carrier provides to ensure her clients are offered unbiased advice with her expert guidance.

Sherrie has completed her life license qualification program and is currently working towards her CFP (Certified Financial Planning) designation.

Ajdin Dautovic

Financial Advisor | Investments & Insurance

Ajdin@lyandassociatesfg.com

Ajdin began his career in the financial services industry in 2017 and found his passion for helping Canadians plan their financial futures. As a financial advisor, he specializes in creating individualized and tailored financial plans that include investment and insurance considerations for wealth accumulation and preservation. His passion for finance, and global equity markets have underpinned his studies in university where he focused on political economy, country risk analysis, and the financial marketplace in Canada. He has attended Carleton University, Kwantlen Polytechnic University, and has completed his Investment Funds in Canada (IFIC) course and Life License Qualification Program (LLQP) from the Canadian Securities Institute (CSI); Currently he is working on his Certified Financial Planner (CFP) Designation from FP Canada.

Anahi Barreda B.A.

Client Services Manager

Anahi@lyandassociatesfg.com

Anahi is the client services manager for Ly and Associates. Anahi brings communication and analytics experience from her time working for the federal government in the United States. Born and raised in Texas, she obtained her B.A. at the University of Texas at El Paso. In 2013, Anahi relocated to Vancouver, where she now enjoys exploring all the Pacific Northwest has to offer with her son and husband. In her spare time, she enjoys reading, baking, and building lego with her young son.