Meet the People Behind Your Financial Success

Every great financial journey starts with the right team. Our diverse group of certified planners, analysts, and advisors brings decades of combined experience to help you navigate your unique path to financial wellness.

Michael Chen

Senior Financial Advisor

With symphoniventarae since 2019

Retirement Planning Tax Strategy Estate Planning

Michael's journey into financial planning started during his own family's financial crisis back in 2015. After watching his parents struggle with retirement planning, he decided to become the advisor he wished they'd had. He holds a CFP designation and has helped over 300 families in British Columbia create sustainable financial plans.

What sets Michael apart is his ability to translate complex financial concepts into everyday language. He's particularly passionate about helping young families balance current needs with future goals – something he understands firsthand as a father of two.

David Rodriguez

Investment Analyst

With symphoniventarae since 2020

Portfolio Management Risk Assessment Market Analysis

David brings a unique perspective to investment analysis, having worked in both traditional banking and fintech startups before joining symphoniventarae. His background in data science helps him spot market trends that others might miss, while his experience with emerging financial technologies keeps our investment strategies current.

He's known for his methodical approach to risk assessment and his ability to explain market volatility in ways that actually make sense. David earned his CFA charter in 2022 and continues to research sustainable investing strategies that align with our clients' values.

Jennifer Liu

Client Relations Manager

With symphoniventarae since 2021

Client Communication Financial Education Process Optimization

Jennifer is the person who makes sure nothing falls through the cracks. With her background in psychology and business administration, she understands that financial planning is as much about emotions and relationships as it is about numbers. She's developed our client onboarding process and created the educational resources that help our clients understand their financial journey.

Before joining symphoniventarae, Jennifer worked in customer success for a major insurance company, where she learned the importance of clear communication during stressful financial decisions. She's passionate about making financial planning accessible to everyone, regardless of their starting point or financial knowledge.

Our Collective Impact

500+

Families Served

Since 2018, we've helped over 500 families across British Columbia create and implement personalized financial strategies.

Assets Under Management

Our clients have entrusted us with managing their investment portfolios, retirement funds, and long-term financial goals.

94%

Client Satisfaction

Based on our 2024 annual survey, with clients praising our personalized approach and clear communication.

15+

Years Combined Experience

Our team brings together expertise from banking, investment management, insurance, and financial planning sectors.

What Drives Us Forward

Transparency First

We explain every recommendation, fee, and strategy in plain language. No hidden costs, no confusing jargon – just honest, straightforward financial guidance you can understand and trust.

Personal Connection

Your financial goals are unique to your life situation. We take time to understand your values, concerns, and dreams before creating any financial strategy.

Continuous Learning

Financial markets and regulations change constantly. Our team stays current with continuing education, certifications, and industry research to provide you with the most relevant advice.

"We believe financial planning should be accessible, understandable, and tailored to real life. Our mission is to help Canadian families build confidence in their financial decisions through education, personalized strategies, and ongoing support that adapts as their lives change."