The only way to do business is to make it personal. I invest in you, so together, we can invest in your future. Since the client comes first, I get to know you, understand your needs, then develop individualized strategies. Knowing your long-term goals enables me to invest your money at a comfortable risk-level, so I can provide the absolute best service you deserve.
My passion for number crunching and analytics is balanced with a bright, honest, community minded demeanour. I have a solid foundation you can trust with almost 10 years of industry experience, a background in insurance planning, and a degree from UBC, Sauder School of Business. My Charter Investment Manager® certification is expected to be complete by February.
My Branch Office Administrator, Marina Kuznetsova, and I are dedicated to helping you understand how investing impacts your future. Planning and investing is a marathon, not a sprint, that takes time, strategy, and discipline. The best clients are educated ones, so we help you get there, empowering you to take charge.
Whether you’re preparing for retirement, saving for your children’s education, or protecting your loved ones’ financial future, we’ll work together to develop holistic strategies to help you reach your goals. We monitor your progress and course correct when necessary, so you stay on track.
Growing up on a farm in Odessa, Ukraine instilled a high work ethic, and taught the value of every penny. So let me help you save, and have your money work for you. Money may not grow on trees, but I know how to harvest a great crop.
Deeply rooted in my community, and focused on bringing people together and cultivating relationships, I founded the Port Moody BNI Rainmakers chapter, volunteer, and an ex Ambassador for the Tri-Cities Chamber Of Commerce. Myself, husband, and three kids live in the charming village of Anmore with our cat and dog. We take an active role in our community, so feel free to say “hi” if you see me around.
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Charitable Giving
My Personal Interests
- Health & Nutrition
- Spending Time with Family
- Social Responsibility
Office Address84 Kyle St
Port Moody, BC V3H 0J2
Phone NumberLena Keshysheva at (778) 355-4030
|Mon||09:00AM - 04:00PM|
|Tue||09:00AM - 04:00PM|
|Wed||09:00AM - 04:00PM|
|Thu||09:00AM - 04:00PM|
|Fri||09:00AM - 04:00PM|
|Sat||By Appointment Only|
- Web Conferencing
More to explore
Find your financial Starting Point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Setting your path
We use an established process to help you reach your goals.Learn More