QUASAR FINANCIAL PLANNING GROUP - Key Persons
Job Titles:
- Financial Advisor
- Certified Financial Planner
- Financial Advisor / BBA, CFP®, CLU®
Alejandro is a Certified Financial Planner® with a BBA and a major in Finance from Simon Fraser University. He started his career in 2009 with a focus on investments (Investment Fund Advisor with Investia Financial Services Inc.) and insurance. Coming from an entire family of entrepreneurs, Alejandro developed an innate sense of business early on. He grew his practice along with his professional knowledge while working in one of the largest Insurance Managing General Agents in Canada.
Alejandro's hard-working nature has served him exceptionally well over his career, and his commitment to providing high-quality financial advice was recognized in 2013 when he won the National CFP Achievement Award through the industry's association, ADVOCIS. In addition, Alejandro was one of the seven candidates presented with The Leslie W. Dunstall Award for CLU® in 2017 for achieving the highest examination marks for all CLU course subjects. He then went on to complete The Chartered Life Underwriter (CLU) designation, Canada's premier wealth transfer and estate planning designation. Alejandro continues to attend conferences and seminars to develop his skills further and maintain his responsibility to clients. He gathers his passion for his work from people and loves to guide clients through the complexities of financial systems.
When he's not thinking full speed ahead about business and finance, Alejandro finds his "zen" in the great outdoors. While fishing and hunting help him disconnect and focus on himself and the nature around him, camping and exploring have become a way for him to become closer with his family.
Job Titles:
- Financial Advisor
- Financial Advisor / BBA, QAFP®
Brayden grew up in the White Rock/South Surrey where he earned a scholarship to Odessa College in Texas for baseball. Brayden then transferred to the University of Louisiana at Monroe and majored in Accounting before he was drafted by the Toronto Blue Jays in the 2016 MLB Draft. During this time, he finished out his remaining courses in order to graduate with a Bachelor's of Business Administration.
After retirement from baseball, Brayden decided to join the world of finance. He has been a key team member of Quasar, and completed his Qualified Associate Financial Planner ™ designation.
Brayden is an avid golfer who spends much of his free time on the golf course. He also enjoys watching sports, particularly football, baseball, and golf. When he's not playing or watching sports, Brayden likes to spend time outside with his friends and family. He enjoys hunting and fishing as well, and often goes on trips to pursue his hobbies. Overall, Brayden is an active outdoorsman who loves to stay busy and make the most of his time.
Job Titles:
- Financial Strategy Analyst
Bronwyn is Quasar's Financial Strategy Analyst. She started her career studying Accounting Science, in which she received Cum Laude, and went on to obtain a post-graduate Diploma in Financial Planning, the South African and Canadian Certified Financial Planner designation, and is a member of the Golden Key International Honor Society.
Bronwyn is a problem-solver at heart, which makes her a great fit to the industry as she strives to provide suitable solutions to our client's financial needs. She takes pride in producing technically-sound and well-presented work that ends in a positive result. This, together with her determined and detail-oriented personality, make her a valuable asset of the team.
When not working or furthering her studies, Bronwyn loves to stay healthy and active by weight training and learning new sports. She also enjoys exploring the beauty BC has to offer with her husband and dog.
Job Titles:
- Administrator
- Executive Assistant
- Executive Assistant to Kevin Spence
Dale Marriott is an experienced executive assistant and administrator with over 42 years of experience in the financial industry. She has been an integral part of Kevin Spence's team at Spence Insurance Consultants, which was recently merged into Quasar Financial Planning Group. Dale plays a vital role in facilitating a smooth transition during this exciting merger.
Job Titles:
- Financial Advisor
- Lead Insurance Advisor at Quasar
Gord is the lead Insurance Advisor at Quasar. Encouraged by a respected teacher, he began his career at the age of 21 as an advisor with a major insurance company in Winnipeg. His designations are recognized in the industry as representative of advanced financial planning and advanced estate and insurance planning.
Throughout his career, Gord has developed a successful business and has motivated several successful young advisors in their career paths. He has also committed to helping business owners and professionals. He strongly believes in education with financial tools that aid with estate and retirement planning through the unique attributes of insurance.
Gord is married to his wife and work-partner, Sherry, and together they have two grown children, Robert and Julia. He has been a self-proclaimed car fanatic since he was a child and also enjoys golf and fishing, sports of all kinds, and takes every opportunity to enjoy the great BC outdoors with his family.
Harveen is a financial paraplanner at Quasar, where she specializes in insurance. She came to Canada in 2016 after completing her studies in India. Harveen holds a BASc in food science and technology and later pursued her MBA with a specialization in HR.
Harveen began her career in Canada as an administrator and is now an expert in insurance. She enjoys spending time with her family and is very family-oriented. During her free time, she likes to spend quality time with her kids and husband. Harveen is also very sociable and always looks forward to making new friends and meeting new people.
In addition to her work and family commitments, Harveen has a passion for music and dance.
Job Titles:
- Financial Advisor
- Certified Financial Planner and Chartered Life Underwriter
Kevin Spence is a highly experienced Certified Financial Planner and Chartered Life Underwriter. With over 37 years of experience in the financial industry. Before merging with Quasar Financial, Kevin established Spence Insurance Consultants, a trusted name in comprehensive financial solutions in the lower mainland. Recognized as a prominent player in the industry, we at Quasar Financial Planning Group saw the immense value and potential in joining forces with Spence Insurance Consultants.
Throughout his career, Kevin has excelled in collaborating with business owners and their legal and accounting professionals, working as part of a team to provide financial solutions. He is known for his commitment to professionalism and accountability, ensuring that his clients receive the highest level of service and guidance.
With his extensive knowledge, experience, and dedication to his clients, Kevin Spence isa valuable asset and plays a vital role in facilitating a smooth transition of Spence Insurance Consultants into Quasar Financial.
In his spare time, Kevin enjoys reading and spending quality time with his family. He believes in the importance of work-life balance and cherishes the moments he can share with his loved ones.
Job Titles:
- Financial Planning Administrator
Megan is a financial planning administrator at Quasar Financial. She completed her Marketing Management Diploma and is currently working on completing her Bachelors of Business Administration to further her knowledge and skills in the field. Megan has past experience in marketing and sales, which has helped her develop an innovative, creative, and personable personality.
In her spare time, Megan enjoys playing sports, spending time outdoors, and being surrounded by friends and family. She is also passionate about travelling, music and dancing, and is always looking for new food spots to check out. With her outgoing and adventurous nature, Megan is a valuable member of our team here at Quasar Financial.
Sanja has been working in Business Management & Operations for 8 years. She holds a Business Management Diploma. Sanja is known for being loyal and dedicated with a creative eye and a great sense of humor. She has a "do the best you can and don't take life too seriously" attitude.
Sanja is skilled in building relationships and in her spare time, she enjoys spending time with family and friends, reading, and expanding her knowledge. She is also a mother to a beautiful little girl.
Job Titles:
- Operations Manager
- Operations Manager at Quasar
As the Operations Manager at Quasar, Sherry gleans her expertise and knowledge from spending over 20 years in the financial industry. She began her career as an office administrator at a mutual fund dealer, then moved on to a similar role for a group of advisors. Sherry and Gord started their first company, The Wealth Planning Group, in Winnipeg in 2000, where Sherry was the principal administrator for the company. In 2009, they decided to move to BC to purchase Quasar, and have worked together ever since.
Sherry's primary role in the family business is to support and assist Gord and to oversee all administration and accounting. Working with a great team is her favourite thing about coming to work, and she uses her knack for organization to ensure that all office procedures run smoothly.
In her spare time, Sherry loves to be outdoors and especially loves to go camping. She also loves family time with their children Robert and Julia.