About

Mohsen Motallebi

Mohsen@slategray-crow-355376.hostingersite.com | 778-773-6377 |

Mohsen has 12 years of experience in Financial Services. He has been a Financial Advisor for the past 9 years. Mohsen has been extremely successful in building his advisory practice, serving business owners and a diverse group of professionals. He advises his clients on insurance planning, retirement investment planning, corporate tax efficiency, succession and estate planning.
Mohsen’s strength is in Employee Benefits, Group insurance business where he serves a large clientele offering small and medium size corporations coverage plans such as Extended Health and Dental.
Mohsen studied at Douglas College and is a former martial art black belt holder. He lives in North Vancouver with his family.

Nasser Esfahani

Nasser@slategray-crow-355376.hostingersite.com | 778-883-1358 |

Nasser has been a Financial Advisor since 2017. He worked mostly in commodities trading, investment and management consulting.
Nasser is working with clients who wish to find tax efficient investment solutions either in their personal portfolio or in a corporate structure. He is also passionate about promoting financial security planning which include liquidity, living benefits, retirement and estate planning.
Nasser lives in Vancouver with his family. He enjoys cycling and is a automotive enthusiast.