Alysha Tse

Wealth Advisor @Richardson Wealth

Vancouver, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2024 — Present

Wealth Advisor @Richardson Wealth

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Vancouver, BC, CA

EDUCATION

N/A

British Columbia Institute of Technology

Certified Financial Planner (CFP)

N/A

Society of Trust and Estate Practitioners (STEP) Canada

Trust and Estate Practitioner (TEP)

N/A

Canadian Securities Institute (CSI) Global Education

Chartered Investment Manager, Investment Advisor, MTI Estate and Trust Professional

N/A

Institute for Advanced Financial Education IAFE

Chartered Life Underwriter (CLU®), Certified Health Specialist (CHS)

N/A

Insurance Council of British Columbia

Life Insurance Agent

N/A

Financial Planning Standards Council

Certified Financial Planner (CFP®)

N/A

Family Enterprise Canada

Family Enterprise Advisor

ABOUT ALYSHA TSE

Alysha Tse, FEA, CFP, TEP, CLU, CHS, MTI, CIMChernick James and Associates Wealth CounselRichardson Wealth LimitedTaking a holistic approach to wealth management, Alysha is an experienced advisor on tax, retirement, charitable giving, transfer and protection of wealth, leadership development, and business succession and continuity planning. She is licensed as an Investment Advisor (Registered Representative) and holds several designations in portfolio management, family enterprise advisory, risk management, financial and estate planning. Beyond her role as Chair of Programs Committee for the Society of Trust and Estate Practitioners (STEP) in Vancouver, Alysha is a mentor to students through Junior Achievement of B.C, STEP and the BCIT Financial Planning Program. She also serves as Chair of Education and Director on the board for the Financial Planning Association of Canada (FPAC).Alysha has been a key note speaker in the following events:STEP Vancouver Ten Ethical Dilemmas - A panel discussion of some of the many ethical issues that arise in the day-to-day practices of trust and estate practitioners from a financial advisor perspective. Women in Wealth Management Unlocking the Value of Mentorship - Creating a supportive network is key to empowering women with the insights, ideas and confidence to advocate for themselves, navigate career challenges and prepare for the future.

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Alysha Tse — Wealth Advisor at Richardson Wealth in Vancouver, BC, CA | Unifers