John began his career in the financial industry in early 2015 after he completed his Canadian Securities Course and Personal Financial Planning courses through BCIT. Soon after, he completed his Life License Qualification Program (LLQP) and hired by the fastest growing Managing General Agency in British Columbia. Quickly learning the role of risk mitigation as part of financial planning, he had a meteoric rise in production and awarded rookie of the year in 2016. John now focuses his practice on incorporated business owners, professionals, and how to introduce corporate insurance planning into their tax, estate, and business succession planning needs. John’s highly focused work includes working with the client’s business advisory team. This often includes their accountant, lawyer, and other business advisors. This successful formula of collaboration has led to much of his success in the industry. John’s central role on the team is to ensure clients with pre-existing medical underwriting are guided through the underwriting process smoothly.
John qualified as a member of the Million Dollar Round Table (MDRT) in 2018, 2019 as well as MDRT Court of the Table for 2020. An achievement recognized worldwide given to top producing advisors in the financial services industry.
John continues to strive for higher education and has completed his Certified Financial Planner (CFP®) designation, Chartered Life Underwriter (CLU®) designation, Certified Executor Advisor (CEA) designation, and his Elder Planning Counsellor (EPC) designation. He is working towards his Chartered Investment Manager (CIM®) designation currently.
Sean Nazareth CFP®, BBA
Financial Advisor | Insurance Specialist
Sean found his true calling as an independent 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.
Kelvin Lam CFP®
Financial Advisor | Insurance Specialist
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.
Financial Advisor | Living Benefits specialist
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.
Anahi Barreda B.A.
Client Services Manager
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.