Cody is the lead portfolio manager. With over a decade of industry experience, Cody helps protect, grow, and transition the legacies of affluent multigenerational families. His deep expertise in investment management combined with the diligent coordination of Aisling Wealth’s team of experts, allows him to deliver a completely holistic wealth management solution to his select family client base.

Cody is a Chartered Financial Analyst (CFA®) and a Chartered Investment Manager (CIM®). He also graduated from the Beedie School of Business with a concentration in finance.

Outside of work, Cody is an active participant in many charitable organizations and events such as the BC Ride to Conquer Cancer and the Run for the Cure. Cody is also a member of the Vancouver CFA Society.

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Chase started his career in wealth management in 2016. He began as an Associate, where he was responsible for administrative operations, which included servicing and managing client relationships on a daily basis. Eager, to advance his career, Chase completed the Canadian Securities Course (CSC) in 2019. Soon after, Chase became a licensed Wealth Associate and took on additional responsibility.

He continued to enhance his education and build his credibility by obtaining a Certificate in Advanced Financial Advice, which allows him to provide comprehensive advice tailored to clients with varying needs, goals and objectives throughout their lifecycle. Chase is now an Associate Wealth Advisor and works closely with Cody to build personalized investment portfolios for their high-net-worth client base.

In the coming years, Chase will pursue the Chartered Investment Managers (CIM) and Chartered Financial Planning (CFP) designations.

Chase graduated in Business Management and studied International Business abroad at Tokiwa University in Japan. Chase’s disciplined manner was instilled by having competed at a high level in Kickboxing at a young age. While continuing to train for fun, he enjoys playing golf and tennis and is very involved in supporting local community events.

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Bryan brings over 27 years of industry experience to his role as Business Development Manager, Insurance.

Bryan provides education and sales support to the IA’s and their teams. He uses his expertise and experience to provide IA’s with individualized, intelligent solutions for their clients and prospects.

If the planning gets more advanced, and perhaps more challenging than the IA feels comfortable handling themselves or within their team, he will suggest involving one of our Insurance Specialists and work together to ensure that it is a cohesive and seamless transition.

Bryan is a student of the business and is always striving to enhance his knowledge through profession development courses. He currently holds a CLU(Chartered Life Underwriter) designation, a CHS(Certified Health Specialist) designation as well as the EPC(Elder Planning Counsellor) designation.

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As a highly skilled real estate advisor and Vancouver native, Cassie leverages her extensive understanding of the unique neighbourhoods and niche areas that make up this beautiful city to provide exceptional service to her clients. Her personal attributes of hard work, diligence and care coupled with a corporate background in finance, sales and technology make her the perfect ally in helping clients achieve their real estate goals.
 
Partnering with the award-winning team, The Next Door Group, Cassie harnesses the power of over 50 years of combined experience. The Next Door Group is a diverse group of top-quality real estate advisors to solve your real estate needs. These experts live in the areas they work and are proud to introduce you to their neighbourhoods.

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With a robust background in economics and business, Justin Neale brings a wealth of expertise to the mortgage industry. In the past, Justin has honed his skills in executive management within the hospitality industry, demonstrating a keen ability to navigate complex financial landscapes and drive strategic growth. It was during this time he had won an experience award in the industry, as well as a profitability award in 2019.

As a mortgage expert specializing in the Lower Mainland, Justin is well-versed in housing incentives and sets himself apart through his relationships with over 100 different lenders, emphasizing speed and accuracy. His comprehensive understanding of the mortgage market enables him to provide clients with tailored solutions that meet their unique needs.

In addition to his professional accomplishments, Justin is passionate about the outdoors, often spending his leisure time golfing, hiking, and embracing nature’s tranquility. This blend of professional acumen and personal enthusiasm positions Justin as a valuable asset, offering insightful mortgage advice grounded in a broad understanding of economic principles and business dynamics.

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Carmen brings over 15 years of industry experience. She graduated from Emily Carr University where she received a Bachelor of Design degree majoring in Communication Design and brings several years of experience as a Graphic Designer to the team. Carmen oversees marketing and also works closely with Chase and Montana to provide administrative support to the team by maintaining a smooth administrative process and providing accurate and efficient client service.

Carmen was born and raised in Vancouver and enjoys camping, playing tennis and skiing. She is also a very talented baker and spoils the team with baked goods and elaborate special occasion cakes.

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