Paul Basran, CFP, FMA, FCSI
Senior Financial Planning Consultant
Scotia Capital Inc.
With extensive experience providing financial planning advice to clients with complex and sophisticated needs and goals, Paul draws on the breadth of expertise that he has developed over his 18 years in the financial services industry.
He has earned the Certified Financial Planner (CFP), the Financial Management Advisor (FMA) and the Fellow of the Canadian Securities Institute (FCSI) designations. Life licensed, Paul’s areas of expertise include investment and retirement planning, will and estate planning and insurance need analysis.
Scotia Wealth Insurance Services Inc.
With over 20 years of experience in the investment industry, Susan-Lee has worked in sales and marketing, run her own insurance practice and, for the last four years, has specialized in estate planning.
Susan-Lee believes that to provide the right solutions for her clients, she must start with a complete financial plan. She truly listens to their needs, addresses their current concerns and future expectations, and provides peace of mind by offering client focused solutions for preserving and protecting their wealth.
In her spare time, Susan-Lee stays busy with her two sons and keeps active playing squash and running.
Estate and Trust Consultant
The Bank of Nova Scotia Trust Company
Litza is responsible for providing advice and guidance to the clients of Farstad Portfolio Management for their will and estate planning strategies. Litza grew up in Vancouver before moving to Ontario to complete her university education. Litza holds a Bachelor of Laws degree and a Bachelor of Arts degree from Queen’s University in Ontario.
Prior to returning to Vancouver, she clerked at the Tax Court of Canada in Ottawa and worked for a few years in a law firm in Toronto. Most recently, she worked in the Cayman Islands in private practice.
Litza was called to the Bar in both British Columbia and Ontario (currently non-practising in Ontario). Her memberships include the Law Society of British Columbia, the Canadian Bar Association (BC Branch), the Canadian Tax Foundation and STEP (the Society of Trust and Estate Practitioners).