Anahi Barreda, B.A.

Client Services Manager

Anahi is the Client Services Manager at Vantage Financial Group, where she has been a valued team member for over 6 years. She brings extensive communication and analytics experience from her previous role with the federal government in the United States.

Originally from Texas, Anahi earned her B.A. from the University of Texas at El Paso. She relocated to Vancouver in 2013 and is currently working on her Life License Qualification Program (LLQP).

Anahi enjoys exploring the Pacific Northwest with her young children.

Email Address: anahi@vantagefg.ca

Kelvin Lam, CFP®, CLU®

Financial Advisor | Insurance Specialist

Kelvin has 15 years of experience in the financial services industry, including nine years as a Certified Financial Planner. With a strong focus on investments and insurance, he earned his Chartered Life Underwriter (CLU®) designation in 2022.

He is passionate about insurance planning, recognizing it as a crucial yet often overlooked component of a successful financial strategy. Kelvin is committed to protecting clients from the financial impact of the death or illness of a loved one.

Outside of his professional life, Kelvin enjoys trying new restaurants, cooking, and outdoor fitness. He has completed a half marathon, Spartan Race Sprint, and Spartan Race Super.

Email Address: kelvin@vantagefg.ca

Marco Faccone, CPA, CA, TEP, CFP®

Principal, Chartered Professional Accountant

Marco began his career in 1997 and later founded MGF Advisory Inc. to deliver strategic, client-focused financial solutions. His deep expertise in income tax and estate planning highlighted the value of life insurance in enhancing net worth and corporate valuations.

He is a fee-based financial planner since 2007 and a licensed life insurance broker since 2012. Marco has also been a Qualifying Member of MDRT since 2019 and holds several financial designations and certifications.

He completed the Canadian In-Depth Tax Course and Advanced Issues for the Owner Managed Business Course, and became a Trust and Estate Practitioner in 2018.

Email Address: marco@vantagefg.ca

John Ly, CFP®, CLU®, CEA

Principal, Certified Financial Planner

John began his financial industry career in 2015 and quickly established himself as a top performer, receiving Rookie of the Year in 2016. He specializes in corporate financial planning for business owners and professionals, working closely with accountants and tax advisors.

John holds the CFP®, CLU®, and CEA designations, and is pursuing his Chartered Investment Manager (CIM®) credential. He has been an Elite Gold Manulife Advisor since 2018 and is a Top of the Table MDRT member since 2022.

Email Address: john@vantagefg.ca

Sherrie Le

Financial Advisor | Insurance Specialist

Sherrie has been an independent financial advisor since 2013, specializing in living benefits and life insurance. Her keen attention to detail and empathetic communication skills have earned her clients' trust and long-term loyalty.

She provides advice across a variety of insurance products and is working toward her Certified Financial Planner (CFP®) designation. Sherrie brings a personalized approach to helping clients achieve financial security and peace of mind.

Email Address: sherrie@vantagefg.ca

Anisha Gill

Office Manager & Associate Advisor

With eight years in healthcare, Anisha brings compassion and emotional intelligence to her role at Vantage Financial Group. Her previous work with cancer patients shaped her ability to navigate sensitive topics with grace and empathy.

In March 2023, she obtained her LLQP license. Anisha combines operational efficiency with a deep commitment to client care, offering tailored insurance solutions that reflect her clients' needs and values.

Email Address: anisha@vantagefg.ca

Brian Brotherston, QAFP®, CLU®

Senior Associate, Insurance & Investment Specialist

Brian brings over a decade of experience helping business owners and families plan for retirement and legacy with precision. He focuses on insurance-based solutions for intergenerational wealth transfer, estate equalization, and retirement income.

As a Qualified Associate Financial Planner (QAFP®) and Chartered Life Underwriter (CLU®), he collaborates with lawyers, accountants, and advisors to deliver integrated, tax-efficient strategies.

Email Address: brian@vantagefg.ca