Experience life's finest moments. Let us simplify your finances for you.
Experience life's finest moments. Let us simplify your finances for you.
Creating new moments
Simplifying your personal and business finances.
We get it. Finances can be daunting. Personal, business, it’s all a ton of decision making and noise to work through in today’s market. At Numo Financial, we believe in re-framing the money narrative, and finding the root of your financial goals in a transparent and relatable way. Our financial advisors all work, live and raise families in your community, which allows us to connect with clients and meet them where they are at in life. Above all else, we believe your money is a vehicle for creating new moments, and we look forward to sharing these moments together.
Creating new moments
Simplifying your personal and business finances.
We get it. Finances can be daunting. Personal, business, it’s all a ton of decision making and noise to work through in today’s market. At Numo Financial, we believe in re-framing the money narrative, and finding the root of your financial goals in a transparent and relatable way. Our financial advisors all work, live and raise families in your community, which allows us to connect with clients and meet them where they are at in life. Above all else, we believe your money is a vehicle for creating new moments, and we look forward to sharing these moments together.
“Brady and the team at Numo Financial have been profound contributors to the success of my portfolio, both personally and professionally for the past 5 years. As a busy entrepreneur and working parent I appreciate the initiative team Numo takes in keeping me on track and supporting the growth of my business”
– CM
“Brady and the team at Numo Financial have been profound contributors to the success of my portfolio, both personally and professionally for the past 5 years. As a busy entrepreneur and working parent I appreciate the initiative team Numo takes in keeping me on track and supporting the growth of my business”
– CM
Meet our Vancouver Financial Advisor Team
Living in North Vancouver, Squamish, Vancouver and serving clients throughout the Lower Mainland and BC, our Numo team promises to bring enthusiasm, work ethic, and authenticity to every touchpoint. Connecting and listening to our clients’ stories and sharing in their success and growth is the best part of what we do.
Our goal is to empower success-driven Canadians with personalized financial planning services. We believe in the power of life insurance and other financial tools to safeguard assets and achieve financial goals. Our team works closely with each client to understand their unique needs and develop customized plans. We prioritize our client’s best interests and strive to ensure their financial security and success, using their money to create new opportunities and experiences.
We believe your money is a vehicle for creating new moments, and we look forward to sharing these moments together.
At Numo Financial, we specialize in working with clients like you.
Meet our Vancouver Financial Advisor Team
Living in North Vancouver, Squamish, Vancouver and serving clients throughout the Lower Mainland and BC, our Numo team promises to bring enthusiasm, work ethic, and authenticity to every touchpoint. Connecting and listening to our clients’ stories and sharing in their success and growth is the best part of what we do.
Our goal is to empower success-driven Canadians with personalized financial planning services. We believe in the power of life insurance and other financial tools to safeguard assets and achieve financial goals. Our team works closely with each client to understand their unique needs and develop customized plans. We prioritize our client’s best interests and strive to ensure their financial security and success, using their money to create new opportunities and experiences.
We believe your money is a vehicle for creating new moments, and we look forward to sharing these moments together.
At Numo Financial, we specialize in working with clients like you.
Brady Carpenter, QAFP
Principal (he/him)
Growing up in North Vancouver, I always enjoyed an active lifestyle. Whether it was playing team sports, golf, cycling, or spending time outdoors, I knew from an early age the value of sharing life’s experiences with those who matter most.
After playing varsity Football at Simon Fraser University for 4 years, I continued to build strong relationships and came to appreciate the accountability that came with being on a team. I carry many of these lessons with me today, acting not only as an advisor but as a coach to my clients.
Caring about people and sharing in their success is why I do what I do. There’s no greater feeling than watching people grow and being able to share those moments.
Brady Carpenter, QAFP
Principal (he/him)
Growing up in North Vancouver, I always enjoyed an active lifestyle. Whether it was playing team sports, golf, cycling, or spending time outdoors, I knew from an early age the value of sharing life’s experiences with those who matter most.
After playing varsity Football at Simon Fraser University for 4 years, I continued to build strong relationships and came to appreciate the accountability that came with being on a team. I carry many of these lessons with me today, acting not only as an advisor but as a coach to my clients.
Caring about people and sharing in their success is why I do what I do. There’s no greater feeling than watching people grow and being able to share those moments.
Richard Bailey, BBA, CFP®
(he/him)
A credited Certified Financial Planner (CFP®), I have been working with business owners, professionals, and families since 2016. My focus on education and coaching in this career has allowed me to build long-lasting relationships and has supported a continued passion for the financial services industry. Born and raised in North Vancouver, I enjoy spending much of my time exploring all the Lower Mainland has to offer and taking frequent trips to visit the Sunshine Coast & Okanagan with my family.
Richard Bailey, BBA, CFP®
(he/him)
A credited Certified Financial Planner (CFP®), I have been working with business owners, professionals, and families since 2016. My focus on education and coaching in this career has allowed me to build long-lasting relationships and has supported a continued passion for the financial services industry. Born and raised in North Vancouver, I enjoy spending much of my time exploring all the Lower Mainland has to offer and taking frequent trips to visit the Sunshine Coast & Okanagan with my family.
Chris Mustard, QAFP ™
Growing up in a small town in Saskatchewan with parents in health care, I learned that communities thrive when people can depend on one another. Whether it was helping a family through a tragic life event or being present in celebration of milestones, I knew that hard work, being a point of dependability for others and building trust is what matters most in life.
Chris Mustard, QAFP ™
Growing up in a small town in Saskatchewan with parents in health care, I learned that communities thrive when people can depend on one another. Whether it was helping a family through a tragic life event or being present in celebration of milestones, I knew that hard work, being a point of dependability for others and building trust is what matters most in life.
Dwight Dobersheck, CFP, CIM, CLU, CHS
(he/him)
Growing up in Northern Saskatchewan, I developed a strong sense of community that I carry with me today. Whether I am participating in charity events like the Easter Seals Drop Zone or helping a family navigate their financial goals, I know that building trust and being someone people can count on is what matters most.
During my downtime, what makes me smile is exploring Vancouver and attending local events. I enjoy spending quality time with friends and family, and you can often find me proudly cheering on the Saskatchewan Roughriders.
Dwight Dobersheck, CFP, CIM, CLU, CHS
(he/him)
Growing up in Northern Saskatchewan, I developed a strong sense of community that I carry with me today. Whether I am participating in charity events like the Easter Seals Drop Zone or helping a family navigate their financial goals, I know that building trust and being someone people can count on is what matters most. .
During my downtime, what makes me smile is exploring Vancouver and attending local events. I enjoy spending quality time with friends and family, and you can often find me proudly cheering on the Saskatchewan Roughriders.
Christine Ching
Advisor Support Associate
(she/her)
As an Advisor Support Associate, I work alongside clients to help them reach their financial goal. I take pride in the work that we have done, and have enjoyed growing the team over the years.
During my downtime, what makes me smile is trying out new cuisines, enjoying some bubble tea with my son, cycling around town, watching documentaries/movies or hanging out with my cat Oreo.
I believe in promoting community, and I love to contribute by volunteering at the YWCA. Most recently, I’ve had the chance to lend a hand at the annual Women of Distinction Awards Gala.
As an Advisor Support Associate, I work alongside clients to help them reach their financial goal. I take pride in the work that we have done, and have enjoyed growing the team over the years.
During my downtime, what makes me smile is trying out new cuisines, enjoying some bubble tea with my son, cycling around town, watching documentaries/movies or hanging out with my cat Oreo.
I believe in promoting community, and I love to contribute by volunteering at the YWCA. Most recently, I’ve had the chance to lend a hand at the annual Women of Distinction Awards Gala.
Christine Ching
Advisor Support Associate
(she/her)
As an Advisor Support Associate, I work alongside clients to help them reach their financial goal. I take pride in the work that we have done, and have enjoyed growing the team over the years.
During my downtime, what makes me smile is trying out new cuisines, enjoying some bubble tea with my son, cycling around town, watching documentaries/movies or hanging out with my cat Oreo.
I believe in promoting community, and I love to contribute by volunteering at the YWCA. Most recently, I’ve had the chance to lend a hand at the annual Women of Distinction Awards Gala.
As an Advisor Support Associate, I work alongside clients to help them reach their financial goal. I take pride in the work that we have done, and have enjoyed growing the team over the years.
During my downtime, what makes me smile is trying out new cuisines, enjoying some bubble tea with my son, cycling around town, watching documentaries/movies or hanging out with my cat Oreo.
I believe in promoting community, and I love to contribute by volunteering at the YWCA. Most recently, I’ve had the chance to lend a hand at the annual Women of Distinction Awards Gala.
Teresa Soriano
Advisor Support Associate
(she/her)
My journey in the financial industry began in 2011 with Freedom 55 Financial as a receptionist. I soon moved into a Financial Administrative role that allowed me the opportunity to further my experience in investments and insurance. I have been working with Numo Financial for the last eight years, and I look forward to continuing to help build our client and business relationships.
When not spending time with my husband and children, I enjoy cycling, yoga, kickboxing and going for walks. I also volunteer with my children’s school fundraising events and coach both volleyball and track & field.
Teresa Soriano
Advisor Support Associate
(she/her)
My journey in the financial industry began in 2011 with Freedom 55 Financial as a receptionist. I soon moved into a Financial Administrative role that allowed me the opportunity to further my experience in investments and insurance. I have been working with Numo Financial for the last eight years, and I look forward to continuing to help build our client and business relationships.
When not spending time with my husband and children, I enjoy cycling, yoga, kickboxing and going for walks. I also volunteer with my children’s school fundraising events and coach both volleyball and track & field.
Our Trusted Companies
We work with leading insurers and investment firms in Canada to create customized packages that meet your specific needs.
Our Trusted Companies
We work with leading insurers and investment firms in Canada to create customized packages that meet your specific needs.
Book A Meeting
Let’s discuss your financial goals and dreams.
Design a plan
Achieve your goals with a viable financial plan.
Creating New Moments
Create new moments that are meaningful and fulfilling.
