Support team

 

Wanda Whittingham, CIM, FMA, FSCI

Investment Services Associate, Associate Portfolio Manager

Wanda has worked in the financial services industry since 1988 where her experience started in the banking industry before switching to the investment management industry in 1996. She has been with the Worth/Allaye-Chan Wealth Management Group* since 1998 when she moved to Vancouver.

She has attained the Canadian Investment Management (CIM) designation, the Financial Management Advisor (FMA) designation and the Fellow of the Canadian Securities Institute (FCSI) designation. With her registration as Investment Services Associate and Associate Portfolio Manager, she assists the Portfolio Managers with the management of client portfolios, as well as clients with their financial goals.

Wanda enjoys travelling and spending time with friends and family.

Mason M. Worth, BBA, CIM

Investment Services Associate

Mason is a fully registered Investment Services Associate and joined the team in 2010. He enjoys the opportunity to assist clients with their investment decisions.