Meet our team

 

Brian R. Worth, Ph.D, DIC, CIM, FCSI
Director, Wealth Management & Portfolio Manager

After holding teaching and research posts at universities in Australia, the UK and Canada, Brian moved into the business world. He ran several small businesses in BC and then joined the financial services industry in the mid 1980s. Brian was a senior trading officer at C.M. Oliver & Co. before leaving to co-found another high-profile brokerage firm. There, he was President and CEO until 1995 when he formed his own brokerage firm and ran it until the business was acquired by the predecessor firm to Macquarie Private Wealth in late 2005, which was subsequently acquired by Richardson GMP in 2013. Brian has been investing and managing client portfolios for over 20 years. He is a Portfolio Manager and is a Director, Wealth Management of Richardson GMP.

 

 

 

 

Gerald Allaye-Chan, BA Econ, CIM, CIWM, FCSI
Director, Wealth Management & Portfolio Manager

Gerald has been providing investment advisory and investment management services for clients since 1994. After graduating from the University of British Columbia with a BA in Economics, he began his career in the financial services industry with a major Canadian chartered bank.
 

He has attained the Canadian Investment Management (CIM) designation. His interest in business and capital markets led him to becoming a wealth management advisor. He is a Portfolio Manager providing discretionary portfolio management services. As a registered options advisor, Gerald uses lower-risk option strategies to enhance portfolio returns. His joy of working closely with clients is reflected in his goal to make the investing experience less intimidating and more understandable. Gerald is a frequent guest commentator on BNN.

 

 

 

Wanda Whittingham, CIM, FMA, FSCI
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 Worth Allaye-Chan Investment Counsel* 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. As an 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.