WealthSense Financial Group Inc.

WealthSense Financial Group Inc. WealthSense Financial Group Inc.

is a leading financial planning firm that specializes in working with professionals and business owners by providing them with effective solutions to build, maximize and secure their lifetime wealth. Insurance products, including segregated fund policies are offered through WealthSense Financial Group, and investment representatives Nelson Simoes and Agustina Coccaro offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.

Trisha is an Executive Assistant, proudly representing the Chambers Plan group benefits program throughout the Sea-to-Sk...
06/24/2026

Trisha is an Executive Assistant, proudly representing the Chambers Plan group benefits program throughout the Sea-to-Sky region since 2022. With a strong focus on exceptional client service, she is known for going above and beyond to ensure every detail is handled with care and professionalism.
A natural networker and passionate advocate for small business, Trisha is deeply rooted in the local community. She brings energy and enthusiasm to every interaction—whether supporting clients, building connections, or championing the value of employee benefits.
Outside of work, Trisha is an avid gym-goer, trail runner, hiker, and self-proclaimed foodie who’s always exploring new spots and staying active in the beautiful landscapes she calls home.

WealthSense’s President Nelson is busy at work on the design of our new office space. We can’t wait to share further upd...
06/15/2026

WealthSense’s President Nelson is busy at work on the design of our new office space. We can’t wait to share further updates as we break ground in the months ahead!

Charlotte brings with her over 17 years’ experience in the financial services industry including her LLQP, CFP, and CSC ...
05/21/2026

Charlotte brings with her over 17 years’ experience in the financial services industry including her LLQP, CFP, and CSC designations. Charlotte works closely with Nelson to develop and review client’s financial plans and investment portfolios, and also works one-on-one with clients to understand their retirement goals and provide recommendations to build and protect their wealth. Outside of work, Charlotte enjoys spending time with her husband, children, rescue German Shepherd and the occasional glass of wine!

Most parents insure everything: home, car, even their phone, but often overlook one of the most important protections: t...
04/01/2026

Most parents insure everything: home, car, even their phone, but often overlook one of the most important protections: their child’s health.

Child critical illness coverage isn’t about expecting the worst. It’s about being prepared if life takes an unexpected turn. A serious illness can place emotional and financial strain on a family, from time off work to travel for treatment and out-of-pocket medical costs.

This type of coverage provides a tax-free lump sum that gives you flexibility when you need it most so you can focus on your child’s recovery, not your finances.

Please message us if you'd like to learn more about this valuable coverage.

We protect the things we use every day…But the people who depend on us deserve protection too. ❤️If life insurance is so...
03/11/2026

We protect the things we use every day…

But the people who depend on us deserve protection too. ❤️

If life insurance is something that’s been on your to-do list, we’re always happy to answer questions or walk through your options.

Carter Melnyk is a Financial Security Advisor at WealthSense Financial Group Inc., where he works closely with professio...
02/03/2026

Carter Melnyk is a Financial Security Advisor at WealthSense Financial Group Inc., where he works closely with professionals and business owners to create customized, comprehensive financial plans. With a background in economics and business from the University of Victoria—where he also played on the university hockey team—Carter brings a strong analytical foundation and team-oriented mindset to every client relationship.
He is passionate about helping clients feel confident and in control of their financial futures, whether that involves investment strategies, insurance planning, or long-term wealth building.

Yesterday a member of the WealthSense team attended a dinner with speaker Ilan Kolet, Institutional Portfolio Manager an...
01/22/2026

Yesterday a member of the WealthSense team attended a dinner with speaker Ilan Kolet, Institutional Portfolio Manager and part of Fidelity's Global Asset Allocation team. These opportunities help us stay current on market trends and bring informed, forward-looking insights back to our clients

The moments we share with the people we love are truly what matter most. They remind us how important it is to protect t...
12/26/2025

The moments we share with the people we love are truly what matter most. They remind us how important it is to protect their future just as carefully as we cherish our time together now.

One of the most meaningful steps you can take for your family is making sure they’re supported, no matter what life brings. That’s where the right life insurance plan makes all the difference.

As independent insurance brokers, we’re here to guide you toward options that fit your life, your goals, and the people who depend on you.

Not sure how much coverage your family needs? Start with our quick 10-question assessment and get clarity in just a few minutes. https://form.jotform.com/WealthSense/life-insurance-questionnaire

WealthSense Employee Spotlight: Clare Chan is our Client Service Specialist and brings over 12 years of experience to th...
12/16/2025

WealthSense Employee Spotlight: Clare Chan is our Client Service Specialist and brings over 12 years of experience to the WealthSense team. She provides an incredible amount of care and attention to client accounts, and strives to provide the best experience possible.

12/10/2025

Life can change in an instant and having the right insurance in place means your loved ones are always taken care of.

We’re independent insurance brokers who help families across Canada find the coverage they need, with plans built around real life and real responsibilities.

Not sure how much coverage you actually need? Take our quick 10-question Life Insurance Needs Assessment to find out. https://form.jotform.com/WealthSense/life-insurance-questionnaire

Your future deserves protection.
We’re here to help every step of the way.

Address

310-1650 West 2nd Avenue
Vancouver, BC
V6J1H4

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+16046886535

Website

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