Wealth Advisor
Current
Aug 2024 - Present
AeroLeads people directory · profile
Alysha Tse, Fea, Cfp, Tep, Clu, Chs, Mti, Cim Email & Phone Number
Family enterprise advisor specializing in holistic tax and estate planning for multi-generational families
at
Richardson Wealth
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Family enterprise advisor specializing in holistic tax and estate planning for multi-generational families
Location
Vancouver, British Columbia, Canada
Company size
Who is Alysha Tse, Fea, Cfp, Tep, Clu, Chs, Mti, Cim? Overview
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Quick answer
Alysha Tse, Fea, Cfp, Tep, Clu, Chs, Mti, Cim is listed as Family enterprise advisor specializing in holistic tax and estate planning for multi-generational families at Richardson Wealth, a company with 758 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Alysha Tse, Fea, Cfp, Tep, Clu, Chs, Mti, Cim.
Alysha Tse, Fea, Cfp, Tep, Clu, Chs, Mti, Cim previously worked as Wealth Advisor at Richardson Wealth and Senior Financial Planner, Tax and Estate Planning Group at Richardson Wealth. Alysha Tse, Fea, Cfp, Tep, Clu, Chs, Mti, Cim holds Family Enterprise Advisor, Business Succession And Continuity Planning from Family Enterprise Canada.
Company email context
Email format at Richardson Wealth
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Richardson Wealth
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Profile bio
About Alysha Tse, Fea, Cfp, Tep, Clu, Chs, Mti, Cim
Alysha Tse, FEA, CFP, TEP, CLU, CHS, MTI, CIMChernick James and Associates Wealth CounselRichardson Wealth LimitedTaking a holistic approach to wealth management, Alysha is an experienced advisor on tax, retirement, charitable giving, transfer and protection of wealth, leadership development, and business succession and continuity planning. She is licensed as an Investment Advisor (Registered Representative) and holds several designations in portfolio management, family enterprise advisory, risk management, financial and estate planning. Beyond her role as Chair of Programs Committee for the Society of Trust and Estate Practitioners (STEP) in Vancouver, Alysha is a mentor to students through Junior Achievement of B.C., STEP and the BCIT Financial Planning Program. She also serves as Chair of Education and Director on the board for the Financial Planning Association of Canada (FPAC).Alysha has been a key note speaker in the following events:STEP Vancouver Ten Ethical Dilemmas - A panel discussion of some of the many ethical issues that arise in the day-to-day practices of trust and estate practitioners from a financial advisor perspective. Women in Wealth Management Unlocking the Value of Mentorship - Creating a supportive network is key to empowering women with the insights, ideas and confidence to advocate for themselves, navigate career challenges and prepare for the future.
Current workplace
Alysha Tse, Fea, Cfp, Tep, Clu, Chs, Mti, Cim's current company
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5 roles
Alysha Tse, Fea, Cfp, Tep, Clu, Chs, Mti, Cim work experience
A career timeline built from the work history available for this profile.
Senior Financial Planner, Tax And Estate Planning Group
Jul 2021 - Aug 2024
Financial And Estate Planner
Oct 2016 - Jul 2021
Financial Planner
Apr 2014 - Oct 2016
Investment Advisor
Jul 2012 - Apr 2014
7 education records
Alysha Tse, Fea, Cfp, Tep, Clu, Chs, Mti, Cim education
Family Enterprise Advisor, Business Succession And Continuity Planning
Family Enterprise Canada
Trust And Estate Practitioner (Tep), Estate Planning
Society Of Trust And Estate Practitioners (Step) Canada
Certified Financial Planner (Cfp®), Financial Planning
Financial Planning Standards Council
Chartered Life Underwriter (Clu®), Certified Health Specialist (Chs)
Institute For Advanced Financial Education Iafe
Certified Financial Planner (Cfp), Finance And Financial Management Services
Chartered Investment Manager, Investment Advisor, Mti Estate And Trust Professional
Canadian Securities Institute (Csi) Global Education
Life Insurance Agent, Insurance
Insurance Council Of British Columbia
FAQ
Frequently asked questions about Alysha Tse, Fea, Cfp, Tep, Clu, Chs, Mti, Cim
Quick answers generated from the profile data available on this page.
What company does Alysha Tse, Fea, Cfp, Tep, Clu, Chs, Mti, Cim work for?
Alysha Tse, Fea, Cfp, Tep, Clu, Chs, Mti, Cim works for Richardson Wealth.
What is Alysha Tse, Fea, Cfp, Tep, Clu, Chs, Mti, Cim's role at Richardson Wealth?
Alysha Tse, Fea, Cfp, Tep, Clu, Chs, Mti, Cim is listed as Family enterprise advisor specializing in holistic tax and estate planning for multi-generational families at Richardson Wealth.
Where is Alysha Tse, Fea, Cfp, Tep, Clu, Chs, Mti, Cim based?
Alysha Tse, Fea, Cfp, Tep, Clu, Chs, Mti, Cim is based in Vancouver, British Columbia, Canada while working with Richardson Wealth.
What companies has Alysha Tse, Fea, Cfp, Tep, Clu, Chs, Mti, Cim worked for?
Alysha Tse, Fea, Cfp, Tep, Clu, Chs, Mti, Cim has worked for Richardson Wealth, Canaccord Genuity Wealth Management (Canada), National Bank Financial, and Leede Financial Inc..
How can I contact Alysha Tse, Fea, Cfp, Tep, Clu, Chs, Mti, Cim?
You can use AeroLeads to view verified contact signals for Alysha Tse, Fea, Cfp, Tep, Clu, Chs, Mti, Cim at Richardson Wealth, including work email, phone, and LinkedIn data when available.
What schools did Alysha Tse, Fea, Cfp, Tep, Clu, Chs, Mti, Cim attend?
Alysha Tse, Fea, Cfp, Tep, Clu, Chs, Mti, Cim holds Family Enterprise Advisor, Business Succession And Continuity Planning from Family Enterprise Canada.
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