Ryan Bevelander

Ryan brings a comprehensive approach to financial planning, specializing in tax planning, retirement strategies, estate planning, and investment management. As an Associate Advisor, he excels at analyzing the big picture while implementing detailed solutions tailored to each client's unique situation.

A Vancouver native, Ryan is deeply connected to his community and finds fulfillment in helping local residents develop and strengthen their financial foundations. His expertise is backed by a strong educational background, including graduation from BCIT's Financial Planning program. Committed to continuous professional development, Ryan has pursued additional designations and is a Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Life Underwriter (CLU).

Prior to his current role, Ryan gained valuable industry experience as a Wealth Planning Associate | Client Relationship Manager at Nicola Wealth and an Advisor at WealthBar. Beyond his professional practice, he remains actively involved in the financial planning community by mentoring upcoming professionals and participating in networking initiatives. Ryan also volunteers his time with the Vancouver Folk Music Festival, demonstrating his commitment to enriching the cultural fabric of his hometown.