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As a Business Owner Specialist, Andy will help you explore succession, tax, retirement and estate planning issues you face as a business owner. Andy has over 25 years of experience in business succession, estate planning and intergenerational wealth transfer. He specialises in financial planning for high net worth and business owner families. He believes in taking a holistic approach to wealth management. Andy holds both certified financial planning and certified life underwriter designations and is an active member of ADVOCIS who he is fluent in Cantonese, Mandarin and English.

Jarrod is committed to ongoing professional development for himself as well as promoting financial literacy within the community. Supporting his belief that true wealth management comes from fully understanding a client’s goals, values and priorities, Jarrod consults with Jamal to provide comprehensive projections illustrating your financial future with relevant stress test scenarios to provide additional peace of mind. And when life changes, these projections are easily updated for future review meetings. Jarrod focuses on providing unbiased, independent, needs based financial planning for clients.

After receiving a bachelor of business administration degree from Simon Fraser University in Burnaby, British Columbia, Larissa articled and earned her chartered accountant designation with PricewaterhouseCoopers where she would focus for 3 years working for PricewaterhouseCoopers in the Cayman Islands gaining audit experience in the financial services industry. Larissa also has extensive experience with both accounting and taxation for privately owned Canadian corporations and in personal taxation. Larissa’s passion is working with owner managed businesses to help them easily navigate the often confusing area of tax. She has a keen interest in developing relationships with her clients in order to understand their business, offer personalized advice, and get them set up for success.

Terry is a key industry partner with Jamal Khan Financial Group focusing on Employee Benefit packages for privately held Canadian companies. Terry has over 25 years experience in the investment and financial services industry. He started his career in 1987 and over the next few years worked for stock brokerage firms in both Vancouver and San Francisco. Soon after Terry was involved the financing of small to medium sized companies and assisted in arranging financing both from the private and public sector. Terry joined a national Managing General Agency in 1998. By 2003 he was VP of Employee Benefits. In this role he had a special interest in tax effective compensation for key employees, as well as cost effective and innovative employee benefit plans. Terry also assisted financial advisors in growing their businesses in the areas of employee benefits, executive compensation and shareholder funding.

Sasha Ramnarine is a key industry partner and third party consultant to Jamal Khan advising on wills and estate planning Sasha Ramnarine is an Associate Counsel with Remedios and Company focusing on Corporate law, wills & estates, and real estate law. Sasha has worked since the age of nine, and managed his family’s restaurant for a number years in Kitsilano. Sasha completed his Bachelor of Business Administration degree at Simon Fraser University concentrating in finance, and then spent two years providing financial advice for families and small businesses. With the aspiration to practice business law, he entered law school at the University of Ottawa and thereafter articled at a boutique corporate real estate law firm serving large companies and real estate developers. Sasha is dedicated to providing his clients with high value and creative legal solutions for their business and personal life. Sasha is a long-time member and Ambassador of the Greater Vancouver Board of Trade helping new members assimilate to the Board.Sasha is also a Board of Director for the Immigrant Services Society of BC (“ISSofBC”) and a Board Member with the New Westminster Police Board. He is also an Instructor Simon Fraser University teaching business law and ethics, and employment law .