Alysha To

Alysha To is a seasoned wealth management advisor specializing in tax, retirement, charitable giving, wealth transfer, and business succession planning.

With extensive expertise and multiple designations in portfolio management, tax, financial, and estate planning, Alysha is a dually licensed Investment Advisor and Life Insurance Agent in B.C.

She holds key roles such as Chair of the Programs Committee for the Society of Trust and Estate Practitioners (STEP) in Vancouver and serves on the Board as Director for the Financial Planning Association of Canada (FPAC).

Actively engaged in mentoring, Alysha supports students through organizations like Junior Achievement of B.C., STEP, and the BCIT Financial Planning Program.

As a sought-after speaker, Alysha has shared insights at events addressing ethical dilemmas in trust and estate practices and the importance of mentorship in wealth management.

Alysha carries an impressive list of designations including CFP, TEP, CLU, CHS, MTI, and CIM, and she works as a Financial and Estate Planner at LePoidevin Group, a part of Canaccord Genuity Corp in Vancouver, BC.

Her dedication to empowering women in wealth management is evident through her involvement and speaking engagements.