Due to an increasing number of scammers socially engineering phishing schemes using information from this website, all names are abbreviated to make it more difficult for scammers to pretend to be us.









PS
Associate Advisor in Training

Praveen is an orthopedic surgeon by training. He wanted to change careers in order to help more people than he could as a surgeon.

With his medical background, he is an invaluable resource to help our clients contest medical underwriting results. Meanwhile he is working on getting his CFP®








NL
Events Coordinator

N has worked with us on prior philanthropic events and she performed so well, we decided to get her to work with us on all of our future events.







BR
VP Operations

B has been with us since 2018 and is the head of administration. She has 10+ years experience in Account Management, administration and Customer Success. Any appointment bookings, administrative or general questions can be sent to her! She is here to help you as much as she is to help us.


HE
VP Communications

H is in charge of our communications insuring that they are clear and concise for our clients. She is also our AV guru when it comes to setting up our presentation equipment for client events.

Our services

A Member of the Complete Planning
Alliance

DC Complete Financial is a member of the Complete Planning Alliance. We are a group of Licensed professionals working together to ensure you have a complete and seamless financial and estate planning experience. Your complete needs cannot be handled by just one professional so our alliance gives you access to trusted and experienced professionals that complement our individual expertise. Feel free to use the service of any of our members or keep the expert you already use but don't leave a gap because you don't have an expert in a specific field

GT
Certified Financial Planner
GT Financial and Associates

GT is a former Richmond school board trustee, former life underwriter, District Friendship Exchange Chair 2023-26, Rotary District 5040
Youth Committee Chair, Rotary Club of Richmond
Advisor, Rotaract Club of Richmond
President (2017-18), Rotary Club of Richmond Sunset
Paul Harris Fellow (Rotary Foundation) - 2008, 2010, 2018, 2020 and 2022. Past Interact District Director, Rotary District 5040, former Vice-president/Director (2004-2018), Richmond Youth Concert Band and current News Commentator: Fairchild Radio AM1470 and CHMB Radio AM1320.  With 27+ years in financial sector her passion is working with life insurance and disability insurance products for financial risk management.

SI
Attorney,
ATA Law

SI is a Rotarian and a fan of analog clocks in his spare time. At work he is a a wealth of knowledge specializing in Wills and Estates matters. Give the complexity and costs of estate fights, you want him in your corner.

JH
CPA, CGA, TEP
Equity CPA Inc.

A member of Rotary of Richmond, she is a wealth of knowledge and compassion. She is known for her ethics and doing the job to the letter of the law without overstepping in interpretation risking CRA audits.

DC
Pre-needs Advisor
Dignity Memorial - Oceanview, Burnaby

DC is a veteran and spouse of a Squamish nation matriarch. Passing away and taxes are the only two things guaranteed in life. He has seen first hand the stress and arguments that arise from the lack of pre-needs planning

CL
Mortgage Broker
Invis

CL is a former law enforcement officer with Canadian Border Services Agency, now a mortgage broker making sure clients get the best mortgage to suit their needs and lower their long term financing costs. While he is now living in Parksville, he can service clients throughout BC remotely.

DC
BSc, BA,, Certified Financial Planner,
DC Complete Financial

DC has been advising for over since 2005. While he handles all aspects of financial planning, we is particularly fond of doing wealth management and disability financial planning. He has over 30 years of philanthropic and community work behind him