Your Legacy. Our Commitment.

For almost three decades, Chernick James Tse & Associates Wealth Counsel has been a trusted name in wealth management in Vancouver, BC. Our mission is to educate, enable, and empower clients across generations, serving as trusted stewards of their wealth. We are committed to advocating for our clients' financial well-being, ensuring lasting legacies through thoughtful succession and continuity planning. Rooted in trust and integrity, we deliver personalized, holistic advice that transcends generations.

We believe in the power of direct, personal relationships. We handle all aspects of your wealth management within our dedicated team, ensuring you receive consistent and attentive service. With years of experience in tax and estate planning, we work directly with you. We take the time to understand you, your family, your relationships, and the unique dynamics that make your story yours. This connection allows us to tailor financial, tax, and estate planning strategies that genuinely reflect your individual circumstances and aspirations.

As your portfolio managers, we share this commitment to personal service. We don’t just manage your investments; we invest in understanding your life's goals and aspirations. By knowing you and your family personally, we ensure that your investment portfolio aligns seamlessly with what matters most to you. This hands-on approach your financial strategy is as unique as you are, designed to meet your specific needs and objectives.

No matter where your journey takes you, we will be there to support you with unbiased advice and the experience needed to help protect and grow your wealth.

A Team Built Around You

Behind every financial strategy is a personal story. Our team of four specialists - spanning investment management, financial planning, tax, estate, and wealth advisory - takes the time to understand yours. With decades of experience serving families, professionals, and business owners across generations, and an industry-leading range of designations including CFA, CPA, CFP®, CIM®, FEA, CLU, MTI®, TEP, CHS, and MFA-P, we bring the depth and breadth to handle even the most complex financial situations. The same people who learn your story are the ones building and managing your plan - directly, personally, and for the long term.

Learn more about our team members and their backgrounds →

Commentary & Insights from Our Team

Perspectives from our team on markets, wealth planning, and the financial decisions that shape long-term outcomes. Below are our latest insights — view our full archive here.