Kamal Lidder, LL.B. (Hons)
Senior Wealth Advisor
Aarinder Lidder, BA (Hons) Dip PFS
Investment Associate
Strategic Partnerships
Anne Jackson, BBA, CMA, CPA, QAFP
Wealth & Estate Planning Specialist
Anne specializes in providing tax planning solutions for our clients, and holds a BBA from SFU, a concentration in Accounting and Finance. She also holds a CPA designation and brings years of taxation and accounting experience to the group. Anne currently holds her QAFP designation and is also Insurance licensed.
Anne’s accounting and independent taxation consulting experience has given her knowledge and skills in advanced financial, tax and estate planning strategies for high net worth clients. She is committed to fully understanding a client’s individual situation, in order to create and implement tax efficient, long-term successful solutions for each client.
Jesse Martyn, BFA, CFP, CLU
Wealth & Estate Planning Specialist
I found my way into the financial services industry in a roundabout way - a decade as a professional actor. Someone who loves to argue, sing, and cry in front of an audience might not traditionally also love time-value of money calculations, but that's why when I was looking for the next step beyond performing, I got started in the industry providing insurance and planning advice.
Supported by my strong practical and analytical mindset, balanced by a drive to figure out what makes people tick, I assimilate all required data gathered to assess a client's big picture during a discovery phase, then drive the analysis of courses of action and design the most meaningful and dynamic way to document and present recommendations. I'm a creative strategist driven to get the planning process started and guide it through a wealth planning process, all while making sure that our recommendations are clearly articulated and inspiring.
This is all backed up by a lifelong desire to continue to deepen my knowledge of complex insurance and wealth planning including my status as a Certified Financial Planner professional and Chartered Life Underwriter. I'm driven by my values of security, happiness, integrity, health and environment. With all of this in mind, it's probably not a surprise that I'm a Kolbe 8-4-5-2, led by Fact Finder.
Industry Experience: Worked with a boutique firm, Evolution Strategies, creating custom advanced insurance and planning solutions. Previously, independent holistic financial professional specialized in socially responsible investments and working with the creative class.