Richard brings a wealth of experience to the team at Verecan Wealth. A Chartered Financial Analyst who spent over 15 years as a research analyst and portfolio manager with a national investment counsel firm, Richard is a key member of the investment team. His main areas of emphasis are conducting company research on prospective investments, providing insights into industry and economic conditions and evaluating and monitoring funds we invest in.

On the wealth and retirement planning side of the practice, Richard has a focus on working with business owners and professionals. Over a 35-year career he has worked in many fields including taxation, business banking, accounting and business brokerage. He has also been involved in several business start-ups and has helped many owners with the successful sale of their business. This background and experience have given him a lot of insight into the unique challenges and needs of business owners and he endeavours to take a holistic and individualized approach to clients’ situations.

Finally, Richard is our in-house tax planning professional and can help with all your tax planning needs.

Originally from Burlington, Dylan moved to Toronto to attend Seneca College and earned an Honours Bachelor Degree in Financial Services Management. He started his career at BMO, working as a Business Development Associate/Investment Specialist, where he deepened his knowledge of product offerings and learned to excel at managing client relationships. Dylan is now a Chartered Investment Manager & CERTIFIED FINANCIAL PLANNER® professional. Dylan is actively involved in the community coaching the 18U Toronto Playgrounds DS Baseball Club & an Alumni Speaker at Seneca College. He enjoys rooting for the hometown Toronto Blue Jays & Maple Leafs and playing squash in his spare time.

Dylan is the 2020 winner of the PlanPlus Global Canadian Financial Planning Award.

Klaudio joined our team in 2022, bringing significant knowledge of accounting and tax preparation experience.  He works closely with the entire Verecan Group of Companies team to support the development of financial plans so clients can feel comfortable knowing they’re on track to reaching their financial goals. 

Before joining Verecan., Klaudio was an accounting and taxation professional with Deloitte as well as a few other consulting and technology firms. 

He graduated with a double major in Business Administration, Accounting & Economics from the University of Istanbul, a postgraduate from Seneca in Financial Planning and Fraud Investigation and also studied Data Analytics at the University of Toronto. 

His primary focus has been personal and corporate tax returns, indirect tax, international tax as well as payroll taxes.

Professionally, he enjoys building and maintaining solid client relationships and loves helping clients with their tax and financial planning needs. 

Klaudio grew up in Albania —  his parents were entrepreneurs who instilled values of hard work and productivity. He’s a sports fan who also values community and family, loves visiting new places, and engaging in group activities. 

One organization he loves to support is the Helvetas Swiss Intercooperation, an independent organization committed to strengthening communities in a systemic and sustainable approach. 

Gina joined the team in 2021 after ten years of industry experience, including retail banking, investments, lending, training, compliance, and management.

Born and raised in Powell River, Gina spread her wings and moved to Alberta for 16 years, where she attended MacEwan University for a BA in psychology, which took her through a variety of positions, including a Program Assistant for families with autistic/special needs children and as a preschool teacher. She then directed her passion for helping and educating into obtaining a Life Insurance Licence and working for a financial firm before she took time off to have her children.

2016 Gina moved back to Powell River and re-entered the financial industry and worked diligently and passionately to evolve her career quickly in the retail banking industry with BMO, holding almost every position within the branch, including covering multiple positions at a time. With the additional 15 years of experience in customer service, she has developed rapport and business relationships within our community, and she enjoys already knowing many of WLWP’s clients.  Looking to tailor her passion for financial advice and guidance has brought Gina to Verecan Wealth & Verecan Mortgage Services to further her commitment to helping clients and our community with her knowledge of insurance and mortgage products.

Along with her two children, Damon and Olivia, Gina enjoys various outdoor activities, including hiking, fishing, and off-roading, as well as calming activities like meditation and reading.

Laura joined our team in May 2019 after moving back to the East Coast from spending some time in Saskatchewan.

A Dalhousie University alum, Laura graduated with a BA in Community Design and a diploma in Horticultural technology with a Minor in environmental science.

Professionally, her priority is supporting clients in making the right choices for their family or business. Personally, her priority is family. When Laura isn’t in the office, you likely find her hiking with the family, finding new areas to explore or spending time with family or at the camp.

As an insurance advisor, Laura works with individuals, families, and business owners to help find the proper insurance products to suit their unique needs, including life, health and disability insurance.