Driven by Expertise

Trusted Experts. Unified Team.

Our People

Behind every tailored plan is a team that understands the full picture. Our people work as one - across disciplines, across generations, to deliver clarity, trust, and results.

A Legacy Forged in Fire, Carried with Purpose

People often ask why I care so deeply about protecting wealth and legacies. The answer isn’t professional — it’s personal.

My grandfather, Enayat Faridian, built a trust company to help people traditional banks wouldn’t. When the Iranian Revolution caused widespread defaults, he liquidated everything — even his home — to repay investors in full. He lost his wealth, but preserved something greater: his integrity. Read More
After the early passing of my grandfather to cancer at a very young age, my father, Foad, along with his siblings, became the providers for their family. The unexpected catastrophe devastated them — and that pain fueled his purpose. Witnessing firsthand how fragile life and wealth can be, Foad made it his mission to help other families avoid a similar fate. He immigrated to Canada and began his career in the financial services sector, driven by a deep desire to create financial stability and protection for others.

I joined the business in 2013. What began as carrying the torch to our family's mission, I became frustrated with how fragmented the system was — professionals working in silos, with no unified strategy. That changed when a prominent family asked me to build their family office. I created an integrated team — tax professionals, investment managers, financial planners, estate planners, legal advisors — working together.

That one solution became many. Today, Global Solutions is a multi-family office serving some of Canada’s most successful families. Our work is grounded in purpose, integrity, and collaboration.

We’ve seen what happens when wealth isn’t protected — and what’s possible when it is.

We don’t just manage money. We carry legacy. With heart.

And if you're ready to build with intention, we’d be honored to walk beside you.

Because for us, this will always be personal.

— Ryan Faridian

Delivering Clarity & Results.

Ryan Faridian
CEO
CEO
Ryan Faridian

Ryan, CEO of Global Solutions, leads the firm’s transformation into the premier wealth and tax advisory firm for high-net-worth clients and family offices. He has built a world-class team of experts, creating an integrated ecosystem that addresses every aspect of a family office’s needs—including tax and legal structuring, investment management, capital markets, and cross-border planning. Global Solutions specializes in serving elite clientele who require sophisticated strategies yet are often surrounded by advisors lacking the expertise to navigate complex international wealth management. Under Ryan’s leadership, the firm delivers seamless, high-impact solutions that maximize wealth, preserve capital, and ensure long-term financial success. Committed to continuous innovation, Ryan also supports entrepreneurial ventures and investment funds, reinforcing Global Solutions’ position as a trusted partner for multi-generational wealth planning.

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CEO

Ryan Faridian

Ryan, CEO of Global Solutions, leads the firm’s transformation into the premier wealth and tax advisory firm for high-net-worth clients and family offices. He has built a world-class team of experts, creating an integrated ecosystem that addresses every aspect of a family office’s needs—including tax and legal structuring, investment management, capital markets, and cross-border planning. Global Solutions specializes in serving elite clientele who require sophisticated strategies yet are often surrounded by advisors lacking the expertise to navigate complex international wealth management. Under Ryan’s leadership, the firm delivers seamless, high-impact solutions that maximize wealth, preserve capital, and ensure long-term financial success. Committed to continuous innovation, Ryan also supports entrepreneurial ventures and investment funds, reinforcing Global Solutions’ position as a trusted partner for multi-generational wealth planning.

Foad Faridian
Principal
Principal
Foad Faridian

Foad has been a respected professional in the financial services industry since 1987, bringing decades of experience and expertise to his role as a financial advisor. Known for his innovative and creative solutions, Foad ensures his clients' financial challenges are met with strategies tailored to their unique needs. He firmly believes that assembling the right team of advisors and asking the right questions is the foundation for seamless financial planning and execution. At Global Solutions, Foad leverages his extensive knowledge in wealth accumulation and preservation, collaborating with a team of experts and employing proprietary strategies to deliver exceptional service and results. Beyond his professional achievements, Foad is deeply involved in his community in West Vancouver, where he volunteers his time. In his leisure moments, he enjoys hiking, playing soccer, and spending quality time with his family.

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Principal

Foad Faridian

Foad has been a respected professional in the financial services industry since 1987, bringing decades of experience and expertise to his role as a financial advisor. Known for his innovative and creative solutions, Foad ensures his clients' financial challenges are met with strategies tailored to their unique needs. He firmly believes that assembling the right team of advisors and asking the right questions is the foundation for seamless financial planning and execution. At Global Solutions, Foad leverages his extensive knowledge in wealth accumulation and preservation, collaborating with a team of experts and employing proprietary strategies to deliver exceptional service and results. Beyond his professional achievements, Foad is deeply involved in his community in West Vancouver, where he volunteers his time. In his leisure moments, he enjoys hiking, playing soccer, and spending quality time with his family.

Evan Bernard
Managing Partner - Investment Council Division
Managing Partner - Investment Council Division
Evan Bernard

Evan specializes in guiding business owners and their families through tailored wealth accumulation and preservation strategies, ensuring they are fully equipped to maximize the value of their businesses and secure their legacy for future generations. With a foundation in International Commerce from Niagara College, Evan launched his career in wealth management, driven by a passion for supporting family-owned enterprises. As the Managing Partner of the Investment Counsel Division, Evan oversees portfolio management for clients and family offices, delivering sophisticated investment solutions tailored to meet their unique needs. His expertise extends to navigating complex financial landscapes, providing clients with clarity and confidence in achieving their long-term goals. Evan’s advanced certifications include the Certified Investment Manager (CIM), Qualified Associate Financial Planner (QAFP), and Certified Exit Planning Advisor (CEPA). His strategic approach and commitment to excellence make him a trusted partner for clients seeking thoughtful, impactful wealth management and exit planning solutions.

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Managing Partner - Investment Council Division

Evan Bernard

Evan specializes in guiding business owners and their families through tailored wealth accumulation and preservation strategies, ensuring they are fully equipped to maximize the value of their businesses and secure their legacy for future generations. With a foundation in International Commerce from Niagara College, Evan launched his career in wealth management, driven by a passion for supporting family-owned enterprises. As the Managing Partner of the Investment Counsel Division, Evan oversees portfolio management for clients and family offices, delivering sophisticated investment solutions tailored to meet their unique needs. His expertise extends to navigating complex financial landscapes, providing clients with clarity and confidence in achieving their long-term goals. Evan’s advanced certifications include the Certified Investment Manager (CIM), Qualified Associate Financial Planner (QAFP), and Certified Exit Planning Advisor (CEPA). His strategic approach and commitment to excellence make him a trusted partner for clients seeking thoughtful, impactful wealth management and exit planning solutions.

Sean Samimi
Managing Partner - Capital Division
Managing Partner - Capital Division
Sean Samimi

Shahab "Sean" Samimi is a distinguished founder and tech-focused entrepreneur who has forged a remarkable career spanning the realms of finance and technology innovation. His journey began as a serial entrepreneur before his role as an Investment Banking Analyst at Gravitas Securities, transitioning through roles, Sean's involvement with 7 Gate Ventures underlines his proficiency as an astute investor. Over the course of 15 years, he has played a pivotal role in guiding, investing in, and partnering with small to medium-sized Canadian enterprises. Currently, Sean holds a pivotal position as a board member for Hypercharge Networks (TSX.V: HC). His academic and professional pursuits are underscored by an Executive MBA and a Digital Innovation Leadership Certificate from the Beedie School of Business. In addition, he is a Certified Scrum Product Owner (CSPO) and is credentialed with an Innovation Governance Certificate from the Council of Canadian Innovators.

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Managing Partner - Capital Division

Sean Samimi

Shahab "Sean" Samimi is a distinguished founder and tech-focused entrepreneur who has forged a remarkable career spanning the realms of finance and technology innovation. His journey began as a serial entrepreneur before his role as an Investment Banking Analyst at Gravitas Securities, transitioning through roles, Sean's involvement with 7 Gate Ventures underlines his proficiency as an astute investor. Over the course of 15 years, he has played a pivotal role in guiding, investing in, and partnering with small to medium-sized Canadian enterprises. Currently, Sean holds a pivotal position as a board member for Hypercharge Networks (TSX.V: HC). His academic and professional pursuits are underscored by an Executive MBA and a Digital Innovation Leadership Certificate from the Beedie School of Business. In addition, he is a Certified Scrum Product Owner (CSPO) and is credentialed with an Innovation Governance Certificate from the Council of Canadian Innovators.

Ali Zarei
Managing Partner - Accounting Division
Managing Partner - Accounting Division
Ali Zarei

Ali Zarei is a distinguished Chartered Professional Accountant (CPA, CA) and financial executive with over 15 years of experience in driving financial strategies and delivering innovative tax solutions. As the Managing Partner of Global Solutions CPA Division, Ali specializes in international and cross-border tax planning, helping businesses navigate the complexities of global operations with tailored strategies. Ali's expertise spans a broad spectrum, including intellectual property taxation, transfer pricing, and research and development (R&D) tax incentives. His unique ability to anticipate and mitigate the challenges of international business expansion has made him a trusted advisor to a diverse clientele, ranging from start-ups to multinational corporations. With a CPA, CA, and an MBA, Ali combines technical excellence with strategic foresight to optimize financial performance and operational efficiencies for his clients. An active member of the CPABC Tri-Cities Chapter, Ali is deeply committed to professional excellence and community growth. His leadership at Global Solutions Accounting reflects his dedication to delivering value, fostering innovation, and empowering clients to achieve sustainable success in an increasingly complex financial landscape.

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Managing Partner - Accounting Division

Ali Zarei

Ali Zarei is a distinguished Chartered Professional Accountant (CPA, CA) and financial executive with over 15 years of experience in driving financial strategies and delivering innovative tax solutions. As the Managing Partner of Global Solutions CPA Division, Ali specializes in international and cross-border tax planning, helping businesses navigate the complexities of global operations with tailored strategies. Ali's expertise spans a broad spectrum, including intellectual property taxation, transfer pricing, and research and development (R&D) tax incentives. His unique ability to anticipate and mitigate the challenges of international business expansion has made him a trusted advisor to a diverse clientele, ranging from start-ups to multinational corporations. With a CPA, CA, and an MBA, Ali combines technical excellence with strategic foresight to optimize financial performance and operational efficiencies for his clients. An active member of the CPABC Tri-Cities Chapter, Ali is deeply committed to professional excellence and community growth. His leadership at Global Solutions Accounting reflects his dedication to delivering value, fostering innovation, and empowering clients to achieve sustainable success in an increasingly complex financial landscape.

Ryan Laurin
Managing Partner - Real Estate Division
Managing Partner - Real Estate Division
Ryan Laurin

Ryan Laurin brings over two decades of experience in the Vancouver and Western North American real estate markets, with a career spanning luxury development, strategic land acquisition, and market-driven project execution. Having worked at the executive level within one of the world’s most prominent real estate families, Ryan combines the discipline of institutional development with the agility of private enterprise. His strengths lie in high-performance sales and marketing strategy, architectural and brand-driven design, and unlocking value through rigorous, market-based project analysis. He has worked closely with family offices and HNWIs, often stepping into complex or ambiguous opportunities to assess feasibility, optimize outcomes, and shape vision into viable development strategies. Now leading the real estate division of Global Solutions, Ryan applies his multidisciplinary expertise to drive investment performance, structure strategic partnerships, and identify transformative land and development opportunities across the region.

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Managing Partner - Real Estate Division

Ryan Laurin

Ryan Laurin brings over two decades of experience in the Vancouver and Western North American real estate markets, with a career spanning luxury development, strategic land acquisition, and market-driven project execution. Having worked at the executive level within one of the world’s most prominent real estate families, Ryan combines the discipline of institutional development with the agility of private enterprise. His strengths lie in high-performance sales and marketing strategy, architectural and brand-driven design, and unlocking value through rigorous, market-based project analysis. He has worked closely with family offices and HNWIs, often stepping into complex or ambiguous opportunities to assess feasibility, optimize outcomes, and shape vision into viable development strategies. Now leading the real estate division of Global Solutions, Ryan applies his multidisciplinary expertise to drive investment performance, structure strategic partnerships, and identify transformative land and development opportunities across the region.

Steve Parr
Strategic Legal Partner (Estates and Corporate)
Strategic Legal Partner (Estates and Corporate)
Steve Parr

Steve is a business and estate planning lawyer based in Vancouver, British Columbia, collaborating with Global Solutions as a strategic legal partner to support entrepreneurs, incorporated professionals, and multi-generational families. He works closely with our tax, investment, and estate planning teams to ensure that every legal strategy complements the client’s broader wealth, tax, and legacy objectives — delivering solutions that are both robust and forward-looking. An entrepreneur at heart, Steve founded and sold a vacation rental company before establishing his own legal practice in 2017. Since then, he has advised clients on complex corporate reorganizations, trust formations, and succession plans, blending technical precision with creative problem-solving. Steve holds a law degree from the University of Victoria and a B.A. in Women’s Studies, bringing both analytical depth and a people-centered perspective to his work. Outside his legal practice, Steve pursues a life of balance and growth — whether learning new languages, surfing, playing pickleball, or participating in cold plunges. He has also been an active member of the Vancouver personal growth community, the Arka Brotherhood, for nearly a decade. Steve is the founder and a practising lawyer with Parr Business Law, as recognized by the Law Society of British Columbia.

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Strategic Legal Partner (Estates and Corporate)

Steve Parr

Steve is a business and estate planning lawyer based in Vancouver, British Columbia, collaborating with Global Solutions as a strategic legal partner to support entrepreneurs, incorporated professionals, and multi-generational families. He works closely with our tax, investment, and estate planning teams to ensure that every legal strategy complements the client’s broader wealth, tax, and legacy objectives — delivering solutions that are both robust and forward-looking. An entrepreneur at heart, Steve founded and sold a vacation rental company before establishing his own legal practice in 2017. Since then, he has advised clients on complex corporate reorganizations, trust formations, and succession plans, blending technical precision with creative problem-solving. Steve holds a law degree from the University of Victoria and a B.A. in Women’s Studies, bringing both analytical depth and a people-centered perspective to his work. Outside his legal practice, Steve pursues a life of balance and growth — whether learning new languages, surfing, playing pickleball, or participating in cold plunges. He has also been an active member of the Vancouver personal growth community, the Arka Brotherhood, for nearly a decade. Steve is the founder and a practising lawyer with Parr Business Law, as recognized by the Law Society of British Columbia.

Alex Yamini
Managing Director - US Real Estate
Managing Director - US Real Estate
Alex Yamini

Alex Yamini is a real estate strategist with a proven track record in sourcing, structuring, and executing institutional-grade multifamily projects. His experience spans acquisitions, development, and capital structuring, with a focus on creating high-value residential and hospitality assets. Alex has successfully led projects from concept to completion, assembling and managing teams of developers, contractors, and industry specialists to deliver results that exceed investor expectations. With a deep understanding of market dynamics and a commitment to long-term value creation, Alex’s expertise in multifamily real estate aligns seamlessly with the Global Solutions Family Office mandate to provide clients with exclusive, strategically curated investment opportunities. In addition to his role at Global Solutions, Alex is the Co-Founder, President, and CEO of Sarmaya Capital, which has completed over $150 million in successful multifamily transactions.

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Managing Director - US Real Estate

Alex Yamini

Alex Yamini is a real estate strategist with a proven track record in sourcing, structuring, and executing institutional-grade multifamily projects. His experience spans acquisitions, development, and capital structuring, with a focus on creating high-value residential and hospitality assets. Alex has successfully led projects from concept to completion, assembling and managing teams of developers, contractors, and industry specialists to deliver results that exceed investor expectations. With a deep understanding of market dynamics and a commitment to long-term value creation, Alex’s expertise in multifamily real estate aligns seamlessly with the Global Solutions Family Office mandate to provide clients with exclusive, strategically curated investment opportunities. In addition to his role at Global Solutions, Alex is the Co-Founder, President, and CEO of Sarmaya Capital, which has completed over $150 million in successful multifamily transactions.

Brad Severin
International Tax Advisor
International Tax Advisor
Brad Severin

Bradley Severin is a Fellow Chartered Professional Accountant (FCPA, FCA), Certified Financial Planner (CFP), and Trust and Estate Practitioner (TEP) with more than 25 years of experience in Canadian and international taxation. He specializes in corporate reorganizations, cross-border planning, mergers and acquisitions, and succession strategies for family enterprises. A former Tax Partner at PwC and Moodys, Brad has been recognized nationally for his expertise, with former Prime Minister Paul Martin describing him in Parliament as an “eminent tax accountant.” Brad has lectured for the Chartered Professional Accountants of Canada, the Canadian Tax Foundation, and Advocis, and is a frequent commentator on tax matters. His contributions to the profession and the community have earned him multiple honours, including Alberta Venture’s “Top 50 Most Influential People,” the CPA Alberta Early Achievement Award, fellowship as an FCPA, and the Queen Elizabeth II Platinum Jubilee Medal. At Global Solutions, Brad plays a key role in our collaborative think-tank, guiding families and business leaders in achieving clarity, preserving wealth across generations, and implementing innovative strategies that endure. Services provided by Bradley D. Severin Professional Corp.

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International Tax Advisor

Brad Severin

Bradley Severin is a Fellow Chartered Professional Accountant (FCPA, FCA), Certified Financial Planner (CFP), and Trust and Estate Practitioner (TEP) with more than 25 years of experience in Canadian and international taxation. He specializes in corporate reorganizations, cross-border planning, mergers and acquisitions, and succession strategies for family enterprises. A former Tax Partner at PwC and Moodys, Brad has been recognized nationally for his expertise, with former Prime Minister Paul Martin describing him in Parliament as an “eminent tax accountant.” Brad has lectured for the Chartered Professional Accountants of Canada, the Canadian Tax Foundation, and Advocis, and is a frequent commentator on tax matters. His contributions to the profession and the community have earned him multiple honours, including Alberta Venture’s “Top 50 Most Influential People,” the CPA Alberta Early Achievement Award, fellowship as an FCPA, and the Queen Elizabeth II Platinum Jubilee Medal. At Global Solutions, Brad plays a key role in our collaborative think-tank, guiding families and business leaders in achieving clarity, preserving wealth across generations, and implementing innovative strategies that endure. Services provided by Bradley D. Severin Professional Corp.

Trudy Pelletier
Chief Family Steward
Chief Family Steward
Trudy Pelletier

With over 40 years of experience in communication, leadership, and executive coaching, Trudy Pelletier serves as the Family Steward at Global Solutions, guiding business families through the emotional and relational complexities of succession and stewardship. A Certified Executive Coach and former Dale Carnegie trainer, Trudy brings deep expertise in conflict resolution, leadership development, and family enterprise continuity. For nearly two decades, she has built a business helping families align their relationships and values in a future of purpose and unity. Her “go-first” philosophy, grounded in personal transformation and lived experience, shapes her compassionate and process-driven approach to navigating transition. Trudy has worked with a wide range of families across multiple generations, supporting them through financial transitions, generational wealth planning, and leadership development. Her work includes facilitating family visioning and establishing shared purpose, helping families strengthen relationships while planning for long-term harmony and legacy. She believes this work is not only valuable but essential, ensuring that both the family and the enterprise can thrive across generations.

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Chief Family Steward

Trudy Pelletier

With over 40 years of experience in communication, leadership, and executive coaching, Trudy Pelletier serves as the Family Steward at Global Solutions, guiding business families through the emotional and relational complexities of succession and stewardship. A Certified Executive Coach and former Dale Carnegie trainer, Trudy brings deep expertise in conflict resolution, leadership development, and family enterprise continuity. For nearly two decades, she has built a business helping families align their relationships and values in a future of purpose and unity. Her “go-first” philosophy, grounded in personal transformation and lived experience, shapes her compassionate and process-driven approach to navigating transition. Trudy has worked with a wide range of families across multiple generations, supporting them through financial transitions, generational wealth planning, and leadership development. Her work includes facilitating family visioning and establishing shared purpose, helping families strengthen relationships while planning for long-term harmony and legacy. She believes this work is not only valuable but essential, ensuring that both the family and the enterprise can thrive across generations.

Sean Chan
Family Office Advisor
Family Office Advisor
Sean Chan

Sean brings extensive experience spanning small private single-family offices to large multi-billion-dollar multi-family organizations, as well as investment funds and corporations in his capacity as a finance officer. His deep understanding of financial operations and organizational strategy enables him to deliver exceptional planning and advisory services. At Global Solutions, Sean leverages a sophisticated platform of proprietary wealth and tax strategies to support high-net-worth and ultra-high-net-worth families, as well as investment groups, in achieving their financial objectives. Through his strategic insight and comprehensive approach, Sean ensures his clients benefit from tailored solutions designed to preserve, grow, and optimize their wealth in an increasingly complex financial landscape.

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Family Office Advisor

Sean Chan

Sean brings extensive experience spanning small private single-family offices to large multi-billion-dollar multi-family organizations, as well as investment funds and corporations in his capacity as a finance officer. His deep understanding of financial operations and organizational strategy enables him to deliver exceptional planning and advisory services. At Global Solutions, Sean leverages a sophisticated platform of proprietary wealth and tax strategies to support high-net-worth and ultra-high-net-worth families, as well as investment groups, in achieving their financial objectives. Through his strategic insight and comprehensive approach, Sean ensures his clients benefit from tailored solutions designed to preserve, grow, and optimize their wealth in an increasingly complex financial landscape.

Ray Basi
Legal Trust Officer
Legal Trust Officer
Ray Basi

Ray Basi is a distinguished legal and regulatory professional with over two decades of experience across private practice, government, and financial services. He holds a First-Class Honours B.A. in Criminology from Simon Fraser University, as well as both an LL.B. and J.D. in law from the University of Victoria. He has served as Director of Information and Privacy for multiple provincial ministries and led compliance oversight at the Financial Institutions Commission of BC. Ray later shaped provincial mortgage industry standards as Director of Education and Policy for the Canadian Mortgage Brokers Association, advising and training thousands of professionals across the financial sector. At Global Solutions, Ray serves as Legal Trust Officer—bringing clarity to complexity and ensuring every client strategy is rooted in legal precision, regulatory strength, and long-term protection.

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Legal Trust Officer

Ray Basi

Ray Basi is a distinguished legal and regulatory professional with over two decades of experience across private practice, government, and financial services. He holds a First-Class Honours B.A. in Criminology from Simon Fraser University, as well as both an LL.B. and J.D. in law from the University of Victoria. He has served as Director of Information and Privacy for multiple provincial ministries and led compliance oversight at the Financial Institutions Commission of BC. Ray later shaped provincial mortgage industry standards as Director of Education and Policy for the Canadian Mortgage Brokers Association, advising and training thousands of professionals across the financial sector. At Global Solutions, Ray serves as Legal Trust Officer—bringing clarity to complexity and ensuring every client strategy is rooted in legal precision, regulatory strength, and long-term protection.

Amy Lee
Wealth Advisor
Wealth Advisor
Amy Lee

With over 30 years of experience in finance and insurance, Amy has built a distinguished career serving high-net-worth clients and delivering exceptional value through personalized financial strategies. She began her journey at Deutsche Bank AG Private Banking in Hong Kong, where she developed a deep understanding of the complexities of wealth management. Since 2000, Amy has been a trusted advisor in risk and wealth management in Canada, earning certifications as a Certified Financial Planner and Elder Planning Counselor. Amy’s commitment to understanding her clients' unique goals enables her to craft tailored strategies that integrate risk management, wealth accumulation, estate planning, and tax planning. Her approachable demeanor and unwavering ethical standards have earned her the enduring trust of her clients. Outside of her professional life, Amy enjoys traveling, volunteering in her community, and perfecting her golf game.

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Wealth Advisor

Amy Lee

With over 30 years of experience in finance and insurance, Amy has built a distinguished career serving high-net-worth clients and delivering exceptional value through personalized financial strategies. She began her journey at Deutsche Bank AG Private Banking in Hong Kong, where she developed a deep understanding of the complexities of wealth management. Since 2000, Amy has been a trusted advisor in risk and wealth management in Canada, earning certifications as a Certified Financial Planner and Elder Planning Counselor. Amy’s commitment to understanding her clients' unique goals enables her to craft tailored strategies that integrate risk management, wealth accumulation, estate planning, and tax planning. Her approachable demeanor and unwavering ethical standards have earned her the enduring trust of her clients. Outside of her professional life, Amy enjoys traveling, volunteering in her community, and perfecting her golf game.

Alison Scully
Wealth Advisor
Wealth Advisor
Alison Scully

Alison has been a trusted advisor in the small business market since 1998, providing incorporated individuals and business owners with tailored strategies to minimize taxes, accumulate wealth, and preserve financial security. With decades of experience working with this unique group, Alison has developed a deep understanding of the challenges they face and the solutions that deliver the greatest impact. At Global Solutions, Alison collaborates closely with leading financial planners, accountants, and tax specialists to design sophisticated and strategic plans that meet the complex needs of her clients. Her commitment to delivering exceptional value ensures that every client receives a comprehensive approach to achieving their financial goals. When she’s not helping clients, Alison enjoys spending time on her boat or nurturing her garden.

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Wealth Advisor

Alison Scully

Alison has been a trusted advisor in the small business market since 1998, providing incorporated individuals and business owners with tailored strategies to minimize taxes, accumulate wealth, and preserve financial security. With decades of experience working with this unique group, Alison has developed a deep understanding of the challenges they face and the solutions that deliver the greatest impact. At Global Solutions, Alison collaborates closely with leading financial planners, accountants, and tax specialists to design sophisticated and strategic plans that meet the complex needs of her clients. Her commitment to delivering exceptional value ensures that every client receives a comprehensive approach to achieving their financial goals. When she’s not helping clients, Alison enjoys spending time on her boat or nurturing her garden.

Steve Kinoshita
Wealth Advisor
Wealth Advisor
Steve Kinoshita

Born in Tokyo and raised in California, Steve brings a global perspective to his role at Global Solutions Wealth. Holding a Master’s in Financial Mathematics from the University of Chicago, he began his career in derivatives trading at Shinsei Bank before advising institutional clients across Asia at AIG Financial Products. After the global financial crisis, he advanced institutional adoption of exchange-traded funds across Asia and later expanded his expertise in Canada through consulting, digital asset advisory, and serving private wealth clients at a leading financial institution. With over 20 years of experience in capital markets, portfolio construction, and risk management, Steve collaborates with Global Solutions’ tax, legal, investment, and estate specialists to design bespoke strategies that protect, grow, and transition wealth across generations. Outside of work, Steve enjoys outdoor adventures with his wife and two children, along with photography, travel, and aviation.

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Wealth Advisor

Steve Kinoshita

Born in Tokyo and raised in California, Steve brings a global perspective to his role at Global Solutions Wealth. Holding a Master’s in Financial Mathematics from the University of Chicago, he began his career in derivatives trading at Shinsei Bank before advising institutional clients across Asia at AIG Financial Products. After the global financial crisis, he advanced institutional adoption of exchange-traded funds across Asia and later expanded his expertise in Canada through consulting, digital asset advisory, and serving private wealth clients at a leading financial institution. With over 20 years of experience in capital markets, portfolio construction, and risk management, Steve collaborates with Global Solutions’ tax, legal, investment, and estate specialists to design bespoke strategies that protect, grow, and transition wealth across generations. Outside of work, Steve enjoys outdoor adventures with his wife and two children, along with photography, travel, and aviation.

Brandon Newell
Wealth Advisor
Wealth Advisor
Brandon Newell

Brandon Newell is an accomplished former Capital Markets Executive with over a decade of expertise in crafting tailored financial solutions. His experience spans across fixed income, equity, and derivative products for institutional clientele at a prominent Schedule I Canadian financial institution. Driven by an inherent passion for aiding others, Brandon has made a strategic career pivot towards holistic wealth management, empowering individuals, families, and small-to-medium enterprises with financial stability for future generations. A proud alum of Saint Mary’s University, he holds a Bachelor of Commerce with a concentration in Finance, complemented by his distinction as a CFA Charterholder. ‍ Throughout his seven-year tenure at Women in Capital Markets, Brandon focused on promoting male allyship and became the first male to co-chair the WCM Vancouver Chapter Steering Committee. His commitment extends beyond professional boundaries to several community initiatives, including the United Way Campaign and the Make a Wish Foundation. In his leisure time, Brandon is either involved in physical activities or advocating for mental health awareness, emphasizing support for men dealing with mental health issues.‍

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Wealth Advisor

Brandon Newell

Brandon Newell is an accomplished former Capital Markets Executive with over a decade of expertise in crafting tailored financial solutions. His experience spans across fixed income, equity, and derivative products for institutional clientele at a prominent Schedule I Canadian financial institution. Driven by an inherent passion for aiding others, Brandon has made a strategic career pivot towards holistic wealth management, empowering individuals, families, and small-to-medium enterprises with financial stability for future generations. A proud alum of Saint Mary’s University, he holds a Bachelor of Commerce with a concentration in Finance, complemented by his distinction as a CFA Charterholder. ‍ Throughout his seven-year tenure at Women in Capital Markets, Brandon focused on promoting male allyship and became the first male to co-chair the WCM Vancouver Chapter Steering Committee. His commitment extends beyond professional boundaries to several community initiatives, including the United Way Campaign and the Make a Wish Foundation. In his leisure time, Brandon is either involved in physical activities or advocating for mental health awareness, emphasizing support for men dealing with mental health issues.‍

Zeynel Azimullah
Wealth Advisor
Wealth Advisor
Zeynel Azimullah

Zeynel Azimullah is a seasoned wealth advisor with over two decades of experience guiding high-net-worth individuals and organizations through complex financial landscapes. As a Wealth Advisor at Global Solutions, he collaborates with a distinguished team of experts in tax, legal, investments, and estate planning to deliver bespoke strategies that empower clients to achieve long-term financial growth and security. Leveraging the firm’s multidisciplinary approach, Zeynel provides tailored solutions that address every facet of his clients' financial needs—from global wealth management and estate structuring to sophisticated capital markets strategies. Known for his strategic insight and collaborative approach, he combines exclusive capital market opportunities with institutional-level investment strategies to help clients preserve and grow their wealth. Driven by a commitment to visionary innovation, he transforms traditional advisory models into integrated solutions that create abundance, clarity, and security. Beyond his professional pursuits, Zeynel enjoys traveling, music, and culinary experiences, embracing a well-rounded perspective in life and work.

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Wealth Advisor

Zeynel Azimullah

Zeynel Azimullah is a seasoned wealth advisor with over two decades of experience guiding high-net-worth individuals and organizations through complex financial landscapes. As a Wealth Advisor at Global Solutions, he collaborates with a distinguished team of experts in tax, legal, investments, and estate planning to deliver bespoke strategies that empower clients to achieve long-term financial growth and security. Leveraging the firm’s multidisciplinary approach, Zeynel provides tailored solutions that address every facet of his clients' financial needs—from global wealth management and estate structuring to sophisticated capital markets strategies. Known for his strategic insight and collaborative approach, he combines exclusive capital market opportunities with institutional-level investment strategies to help clients preserve and grow their wealth. Driven by a commitment to visionary innovation, he transforms traditional advisory models into integrated solutions that create abundance, clarity, and security. Beyond his professional pursuits, Zeynel enjoys traveling, music, and culinary experiences, embracing a well-rounded perspective in life and work.

Sina Saadi
Wealth Advisor
Wealth Advisor
Sina Saadi

Sina has been a dedicated professional in the financial services industry since 2019, starting his career in banking before discovering his passion for guiding clients toward achieving their financial goals. As part of Global Solutions, Sina collaborates with a team of wealth and tax experts to provide innovative and sophisticated strategies tailored to the unique needs of his clientele. Together, they deliver comprehensive solutions that empower individuals and businesses to build, protect, and optimize their wealth across all stages of life. Outside of work, Sina enjoys staying active through sports and cherishes time spent with family and friends. His dedication to personal and professional growth reflects his commitment to excellence and balance in all aspects of life.

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Wealth Advisor

Sina Saadi

Sina has been a dedicated professional in the financial services industry since 2019, starting his career in banking before discovering his passion for guiding clients toward achieving their financial goals. As part of Global Solutions, Sina collaborates with a team of wealth and tax experts to provide innovative and sophisticated strategies tailored to the unique needs of his clientele. Together, they deliver comprehensive solutions that empower individuals and businesses to build, protect, and optimize their wealth across all stages of life. Outside of work, Sina enjoys staying active through sports and cherishes time spent with family and friends. His dedication to personal and professional growth reflects his commitment to excellence and balance in all aspects of life.

Alex Yao
Investment Research Analyst Intern
Investment Research Analyst Intern
Alex Yao

Alex is an Investment Research Analyst Intern at Global Solutions, supporting the firm’s investment research, due diligence, and portfolio performance analysis. He has co-authored published research on cryptocurrency with a professor at the University of Toronto’s Rotman School of Management, accessed globally more than 500 times. Alex placed 8th out of 300+ teams at the Wharton Global Youth Trading Competition, earned awards in risk management and ethics, and completed the Harvard Undergraduate Ventures–Tech Program. He also founded Founders Capital, an online community of 400+ young entrepreneurs. Currently completing the International Baccalaureate Diploma with a 95% average, Alex aspires to a career in investment banking and private equity.

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Investment Research Analyst Intern

Alex Yao

Alex is an Investment Research Analyst Intern at Global Solutions, supporting the firm’s investment research, due diligence, and portfolio performance analysis. He has co-authored published research on cryptocurrency with a professor at the University of Toronto’s Rotman School of Management, accessed globally more than 500 times. Alex placed 8th out of 300+ teams at the Wharton Global Youth Trading Competition, earned awards in risk management and ethics, and completed the Harvard Undergraduate Ventures–Tech Program. He also founded Founders Capital, an online community of 400+ young entrepreneurs. Currently completing the International Baccalaureate Diploma with a 95% average, Alex aspires to a career in investment banking and private equity.

Bonnie Ritchie
Senior Case Coordinator
Senior Case Coordinator
Bonnie Ritchie

Bonnie brings extensive expertise in risk management, wealth management, and investments to her role as a Senior Case Coordinator. She excels in streamlining processes and ensuring that clients receive an exceptional experience at every stage of their financial journey. Known for her initiative and attention to detail, Bonnie proactively identifies opportunities to enhance efficiency and support the success of the team. Her collaborative spirit thrives in team environments, where she works closely with advisors to deliver tailored solutions for clients. Bonnie holds the Certified Professional Consultant on Aging (CPCA) designation and an Associate Financial Planner Certification from BCIT. Outside of work, she cherishes her role as ‘Nana’ to her three beloved granddaughters and enjoys spending quality time with her family.

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Senior Case Coordinator

Bonnie Ritchie

Bonnie brings extensive expertise in risk management, wealth management, and investments to her role as a Senior Case Coordinator. She excels in streamlining processes and ensuring that clients receive an exceptional experience at every stage of their financial journey. Known for her initiative and attention to detail, Bonnie proactively identifies opportunities to enhance efficiency and support the success of the team. Her collaborative spirit thrives in team environments, where she works closely with advisors to deliver tailored solutions for clients. Bonnie holds the Certified Professional Consultant on Aging (CPCA) designation and an Associate Financial Planner Certification from BCIT. Outside of work, she cherishes her role as ‘Nana’ to her three beloved granddaughters and enjoys spending quality time with her family.

Anisa Marghi
Executive Office Manager
Executive Office Manager
Anisa Marghi

Anisa has over a decade of experience in management and customer service roles, where she honed her skills in creating streamlined processes and delivering exceptional client experiences. At Global Solutions, she leverages her expertise to enhance efficiencies that benefit both clients and advisors, ensuring a seamless and positive journey for everyone who partners with the firm. Anisa’s dedication to excellence and her personable approach make working with Global Solutions an enjoyable and rewarding experience. Outside of her professional commitments, she loves traveling and cherishing time with her family.

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Executive Office Manager

Anisa Marghi

Anisa has over a decade of experience in management and customer service roles, where she honed her skills in creating streamlined processes and delivering exceptional client experiences. At Global Solutions, she leverages her expertise to enhance efficiencies that benefit both clients and advisors, ensuring a seamless and positive journey for everyone who partners with the firm. Anisa’s dedication to excellence and her personable approach make working with Global Solutions an enjoyable and rewarding experience. Outside of her professional commitments, she loves traveling and cherishing time with her family.

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CEO

Ryan Faridian

Ryan, CEO of Global Solutions, leads the firm’s transformation into the premier wealth and tax advisory firm for high-net-worth clients and family offices. He has built a world-class team of experts, creating an integrated ecosystem that addresses every aspect of a family office’s needs—including tax and legal structuring, investment management, capital markets, and cross-border planning. Global Solutions specializes in serving elite clientele who require sophisticated strategies yet are often surrounded by advisors lacking the expertise to navigate complex international wealth management. Under Ryan’s leadership, the firm delivers seamless, high-impact solutions that maximize wealth, preserve capital, and ensure long-term financial success. Committed to continuous innovation, Ryan also supports entrepreneurial ventures and investment funds, reinforcing Global Solutions’ position as a trusted partner for multi-generational wealth planning.

Ryan Faridian
CEO
CEO
Ryan Faridian

Ryan, CEO of Global Solutions, leads the firm’s transformation into the premier wealth and tax advisory firm for high-net-worth clients and family offices. He has built a world-class team of experts, creating an integrated ecosystem that addresses every aspect of a family office’s needs—including tax and legal structuring, investment management, capital markets, and cross-border planning. Global Solutions specializes in serving elite clientele who require sophisticated strategies yet are often surrounded by advisors lacking the expertise to navigate complex international wealth management. Under Ryan’s leadership, the firm delivers seamless, high-impact solutions that maximize wealth, preserve capital, and ensure long-term financial success. Committed to continuous innovation, Ryan also supports entrepreneurial ventures and investment funds, reinforcing Global Solutions’ position as a trusted partner for multi-generational wealth planning.

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Principal

Foad Faridian

Foad has been a respected professional in the financial services industry since 1987, bringing decades of experience and expertise to his role as a financial advisor. Known for his innovative and creative solutions, Foad ensures his clients' financial challenges are met with strategies tailored to their unique needs. He firmly believes that assembling the right team of advisors and asking the right questions is the foundation for seamless financial planning and execution. At Global Solutions, Foad leverages his extensive knowledge in wealth accumulation and preservation, collaborating with a team of experts and employing proprietary strategies to deliver exceptional service and results. Beyond his professional achievements, Foad is deeply involved in his community in West Vancouver, where he volunteers his time. In his leisure moments, he enjoys hiking, playing soccer, and spending quality time with his family.

Foad Faridian
Principal
Principal
Foad Faridian

Foad has been a respected professional in the financial services industry since 1987, bringing decades of experience and expertise to his role as a financial advisor. Known for his innovative and creative solutions, Foad ensures his clients' financial challenges are met with strategies tailored to their unique needs. He firmly believes that assembling the right team of advisors and asking the right questions is the foundation for seamless financial planning and execution. At Global Solutions, Foad leverages his extensive knowledge in wealth accumulation and preservation, collaborating with a team of experts and employing proprietary strategies to deliver exceptional service and results. Beyond his professional achievements, Foad is deeply involved in his community in West Vancouver, where he volunteers his time. In his leisure moments, he enjoys hiking, playing soccer, and spending quality time with his family.

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Managing Partner - Investment Council Division

Evan Bernard

Evan specializes in guiding business owners and their families through tailored wealth accumulation and preservation strategies, ensuring they are fully equipped to maximize the value of their businesses and secure their legacy for future generations. With a foundation in International Commerce from Niagara College, Evan launched his career in wealth management, driven by a passion for supporting family-owned enterprises. As the Managing Partner of the Investment Counsel Division, Evan oversees portfolio management for clients and family offices, delivering sophisticated investment solutions tailored to meet their unique needs. His expertise extends to navigating complex financial landscapes, providing clients with clarity and confidence in achieving their long-term goals. Evan’s advanced certifications include the Certified Investment Manager (CIM), Qualified Associate Financial Planner (QAFP), and Certified Exit Planning Advisor (CEPA). His strategic approach and commitment to excellence make him a trusted partner for clients seeking thoughtful, impactful wealth management and exit planning solutions.

Evan Bernard
Managing Partner - Investment Council Division
Managing Partner - Investment Council Division
Evan Bernard

Evan specializes in guiding business owners and their families through tailored wealth accumulation and preservation strategies, ensuring they are fully equipped to maximize the value of their businesses and secure their legacy for future generations. With a foundation in International Commerce from Niagara College, Evan launched his career in wealth management, driven by a passion for supporting family-owned enterprises. As the Managing Partner of the Investment Counsel Division, Evan oversees portfolio management for clients and family offices, delivering sophisticated investment solutions tailored to meet their unique needs. His expertise extends to navigating complex financial landscapes, providing clients with clarity and confidence in achieving their long-term goals. Evan’s advanced certifications include the Certified Investment Manager (CIM), Qualified Associate Financial Planner (QAFP), and Certified Exit Planning Advisor (CEPA). His strategic approach and commitment to excellence make him a trusted partner for clients seeking thoughtful, impactful wealth management and exit planning solutions.

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Managing Partner - Capital Division

Sean Samimi

Shahab "Sean" Samimi is a distinguished founder and tech-focused entrepreneur who has forged a remarkable career spanning the realms of finance and technology innovation. His journey began as a serial entrepreneur before his role as an Investment Banking Analyst at Gravitas Securities, transitioning through roles, Sean's involvement with 7 Gate Ventures underlines his proficiency as an astute investor. Over the course of 15 years, he has played a pivotal role in guiding, investing in, and partnering with small to medium-sized Canadian enterprises. Currently, Sean holds a pivotal position as a board member for Hypercharge Networks (TSX.V: HC). His academic and professional pursuits are underscored by an Executive MBA and a Digital Innovation Leadership Certificate from the Beedie School of Business. In addition, he is a Certified Scrum Product Owner (CSPO) and is credentialed with an Innovation Governance Certificate from the Council of Canadian Innovators.

Sean Samimi
Managing Partner - Capital Division
Managing Partner - Capital Division
Sean Samimi

Shahab "Sean" Samimi is a distinguished founder and tech-focused entrepreneur who has forged a remarkable career spanning the realms of finance and technology innovation. His journey began as a serial entrepreneur before his role as an Investment Banking Analyst at Gravitas Securities, transitioning through roles, Sean's involvement with 7 Gate Ventures underlines his proficiency as an astute investor. Over the course of 15 years, he has played a pivotal role in guiding, investing in, and partnering with small to medium-sized Canadian enterprises. Currently, Sean holds a pivotal position as a board member for Hypercharge Networks (TSX.V: HC). His academic and professional pursuits are underscored by an Executive MBA and a Digital Innovation Leadership Certificate from the Beedie School of Business. In addition, he is a Certified Scrum Product Owner (CSPO) and is credentialed with an Innovation Governance Certificate from the Council of Canadian Innovators.

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Managing Partner - Accounting Division

Ali Zarei

Ali Zarei is a distinguished Chartered Professional Accountant (CPA, CA) and financial executive with over 15 years of experience in driving financial strategies and delivering innovative tax solutions. As the Managing Partner of Global Solutions CPA Division, Ali specializes in international and cross-border tax planning, helping businesses navigate the complexities of global operations with tailored strategies. Ali's expertise spans a broad spectrum, including intellectual property taxation, transfer pricing, and research and development (R&D) tax incentives. His unique ability to anticipate and mitigate the challenges of international business expansion has made him a trusted advisor to a diverse clientele, ranging from start-ups to multinational corporations. With a CPA, CA, and an MBA, Ali combines technical excellence with strategic foresight to optimize financial performance and operational efficiencies for his clients. An active member of the CPABC Tri-Cities Chapter, Ali is deeply committed to professional excellence and community growth. His leadership at Global Solutions Accounting reflects his dedication to delivering value, fostering innovation, and empowering clients to achieve sustainable success in an increasingly complex financial landscape.

Ali Zarei
Managing Partner - Accounting Division
Managing Partner - Accounting Division
Ali Zarei

Ali Zarei is a distinguished Chartered Professional Accountant (CPA, CA) and financial executive with over 15 years of experience in driving financial strategies and delivering innovative tax solutions. As the Managing Partner of Global Solutions CPA Division, Ali specializes in international and cross-border tax planning, helping businesses navigate the complexities of global operations with tailored strategies. Ali's expertise spans a broad spectrum, including intellectual property taxation, transfer pricing, and research and development (R&D) tax incentives. His unique ability to anticipate and mitigate the challenges of international business expansion has made him a trusted advisor to a diverse clientele, ranging from start-ups to multinational corporations. With a CPA, CA, and an MBA, Ali combines technical excellence with strategic foresight to optimize financial performance and operational efficiencies for his clients. An active member of the CPABC Tri-Cities Chapter, Ali is deeply committed to professional excellence and community growth. His leadership at Global Solutions Accounting reflects his dedication to delivering value, fostering innovation, and empowering clients to achieve sustainable success in an increasingly complex financial landscape.

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Managing Partner - Real Estate Division

Ryan Laurin

Ryan Laurin brings over two decades of experience in the Vancouver and Western North American real estate markets, with a career spanning luxury development, strategic land acquisition, and market-driven project execution. Having worked at the executive level within one of the world’s most prominent real estate families, Ryan combines the discipline of institutional development with the agility of private enterprise. His strengths lie in high-performance sales and marketing strategy, architectural and brand-driven design, and unlocking value through rigorous, market-based project analysis. He has worked closely with family offices and HNWIs, often stepping into complex or ambiguous opportunities to assess feasibility, optimize outcomes, and shape vision into viable development strategies. Now leading the real estate division of Global Solutions, Ryan applies his multidisciplinary expertise to drive investment performance, structure strategic partnerships, and identify transformative land and development opportunities across the region.

Ryan Laurin
Managing Partner - Real Estate Division
Managing Partner - Real Estate Division
Ryan Laurin

Ryan Laurin brings over two decades of experience in the Vancouver and Western North American real estate markets, with a career spanning luxury development, strategic land acquisition, and market-driven project execution. Having worked at the executive level within one of the world’s most prominent real estate families, Ryan combines the discipline of institutional development with the agility of private enterprise. His strengths lie in high-performance sales and marketing strategy, architectural and brand-driven design, and unlocking value through rigorous, market-based project analysis. He has worked closely with family offices and HNWIs, often stepping into complex or ambiguous opportunities to assess feasibility, optimize outcomes, and shape vision into viable development strategies. Now leading the real estate division of Global Solutions, Ryan applies his multidisciplinary expertise to drive investment performance, structure strategic partnerships, and identify transformative land and development opportunities across the region.

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Strategic Legal Partner (Estates and Corporate)

Steve Parr

Steve is a business and estate planning lawyer based in Vancouver, British Columbia, collaborating with Global Solutions as a strategic legal partner to support entrepreneurs, incorporated professionals, and multi-generational families. He works closely with our tax, investment, and estate planning teams to ensure that every legal strategy complements the client’s broader wealth, tax, and legacy objectives — delivering solutions that are both robust and forward-looking. An entrepreneur at heart, Steve founded and sold a vacation rental company before establishing his own legal practice in 2017. Since then, he has advised clients on complex corporate reorganizations, trust formations, and succession plans, blending technical precision with creative problem-solving. Steve holds a law degree from the University of Victoria and a B.A. in Women’s Studies, bringing both analytical depth and a people-centered perspective to his work. Outside his legal practice, Steve pursues a life of balance and growth — whether learning new languages, surfing, playing pickleball, or participating in cold plunges. He has also been an active member of the Vancouver personal growth community, the Arka Brotherhood, for nearly a decade. Steve is the founder and a practising lawyer with Parr Business Law, as recognized by the Law Society of British Columbia.

Steve Parr
Strategic Legal Partner (Estates and Corporate)
Strategic Legal Partner (Estates and Corporate)
Steve Parr

Steve is a business and estate planning lawyer based in Vancouver, British Columbia, collaborating with Global Solutions as a strategic legal partner to support entrepreneurs, incorporated professionals, and multi-generational families. He works closely with our tax, investment, and estate planning teams to ensure that every legal strategy complements the client’s broader wealth, tax, and legacy objectives — delivering solutions that are both robust and forward-looking. An entrepreneur at heart, Steve founded and sold a vacation rental company before establishing his own legal practice in 2017. Since then, he has advised clients on complex corporate reorganizations, trust formations, and succession plans, blending technical precision with creative problem-solving. Steve holds a law degree from the University of Victoria and a B.A. in Women’s Studies, bringing both analytical depth and a people-centered perspective to his work. Outside his legal practice, Steve pursues a life of balance and growth — whether learning new languages, surfing, playing pickleball, or participating in cold plunges. He has also been an active member of the Vancouver personal growth community, the Arka Brotherhood, for nearly a decade. Steve is the founder and a practising lawyer with Parr Business Law, as recognized by the Law Society of British Columbia.

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Managing Director - US Real Estate

Alex Yamini

Alex Yamini is a real estate strategist with a proven track record in sourcing, structuring, and executing institutional-grade multifamily projects. His experience spans acquisitions, development, and capital structuring, with a focus on creating high-value residential and hospitality assets. Alex has successfully led projects from concept to completion, assembling and managing teams of developers, contractors, and industry specialists to deliver results that exceed investor expectations. With a deep understanding of market dynamics and a commitment to long-term value creation, Alex’s expertise in multifamily real estate aligns seamlessly with the Global Solutions Family Office mandate to provide clients with exclusive, strategically curated investment opportunities. In addition to his role at Global Solutions, Alex is the Co-Founder, President, and CEO of Sarmaya Capital, which has completed over $150 million in successful multifamily transactions.

Alex Yamini
Managing Director - US Real Estate
Managing Director - US Real Estate
Alex Yamini

Alex Yamini is a real estate strategist with a proven track record in sourcing, structuring, and executing institutional-grade multifamily projects. His experience spans acquisitions, development, and capital structuring, with a focus on creating high-value residential and hospitality assets. Alex has successfully led projects from concept to completion, assembling and managing teams of developers, contractors, and industry specialists to deliver results that exceed investor expectations. With a deep understanding of market dynamics and a commitment to long-term value creation, Alex’s expertise in multifamily real estate aligns seamlessly with the Global Solutions Family Office mandate to provide clients with exclusive, strategically curated investment opportunities. In addition to his role at Global Solutions, Alex is the Co-Founder, President, and CEO of Sarmaya Capital, which has completed over $150 million in successful multifamily transactions.

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Family Office Advisor

Sean Chan

Sean brings extensive experience spanning small private single-family offices to large multi-billion-dollar multi-family organizations, as well as investment funds and corporations in his capacity as a finance officer. His deep understanding of financial operations and organizational strategy enables him to deliver exceptional planning and advisory services. At Global Solutions, Sean leverages a sophisticated platform of proprietary wealth and tax strategies to support high-net-worth and ultra-high-net-worth families, as well as investment groups, in achieving their financial objectives. Through his strategic insight and comprehensive approach, Sean ensures his clients benefit from tailored solutions designed to preserve, grow, and optimize their wealth in an increasingly complex financial landscape.

Sean Chan
Family Office Advisor
Family Office Advisor
Sean Chan

Sean brings extensive experience spanning small private single-family offices to large multi-billion-dollar multi-family organizations, as well as investment funds and corporations in his capacity as a finance officer. His deep understanding of financial operations and organizational strategy enables him to deliver exceptional planning and advisory services. At Global Solutions, Sean leverages a sophisticated platform of proprietary wealth and tax strategies to support high-net-worth and ultra-high-net-worth families, as well as investment groups, in achieving their financial objectives. Through his strategic insight and comprehensive approach, Sean ensures his clients benefit from tailored solutions designed to preserve, grow, and optimize their wealth in an increasingly complex financial landscape.

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Legal Trust Officer

Ray Basi

Ray Basi is a distinguished legal and regulatory professional with over two decades of experience across private practice, government, and financial services. He holds a First-Class Honours B.A. in Criminology from Simon Fraser University, as well as both an LL.B. and J.D. in law from the University of Victoria. He has served as Director of Information and Privacy for multiple provincial ministries and led compliance oversight at the Financial Institutions Commission of BC. Ray later shaped provincial mortgage industry standards as Director of Education and Policy for the Canadian Mortgage Brokers Association, advising and training thousands of professionals across the financial sector. At Global Solutions, Ray serves as Legal Trust Officer—bringing clarity to complexity and ensuring every client strategy is rooted in legal precision, regulatory strength, and long-term protection.

Ray Basi
Legal Trust Officer
Legal Trust Officer
Ray Basi

Ray Basi is a distinguished legal and regulatory professional with over two decades of experience across private practice, government, and financial services. He holds a First-Class Honours B.A. in Criminology from Simon Fraser University, as well as both an LL.B. and J.D. in law from the University of Victoria. He has served as Director of Information and Privacy for multiple provincial ministries and led compliance oversight at the Financial Institutions Commission of BC. Ray later shaped provincial mortgage industry standards as Director of Education and Policy for the Canadian Mortgage Brokers Association, advising and training thousands of professionals across the financial sector. At Global Solutions, Ray serves as Legal Trust Officer—bringing clarity to complexity and ensuring every client strategy is rooted in legal precision, regulatory strength, and long-term protection.

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Wealth Advisor

Amy Lee

With over 30 years of experience in finance and insurance, Amy has built a distinguished career serving high-net-worth clients and delivering exceptional value through personalized financial strategies. She began her journey at Deutsche Bank AG Private Banking in Hong Kong, where she developed a deep understanding of the complexities of wealth management. Since 2000, Amy has been a trusted advisor in risk and wealth management in Canada, earning certifications as a Certified Financial Planner and Elder Planning Counselor. Amy’s commitment to understanding her clients' unique goals enables her to craft tailored strategies that integrate risk management, wealth accumulation, estate planning, and tax planning. Her approachable demeanor and unwavering ethical standards have earned her the enduring trust of her clients. Outside of her professional life, Amy enjoys traveling, volunteering in her community, and perfecting her golf game.

Amy Lee
Wealth Advisor
Wealth Advisor
Amy Lee

With over 30 years of experience in finance and insurance, Amy has built a distinguished career serving high-net-worth clients and delivering exceptional value through personalized financial strategies. She began her journey at Deutsche Bank AG Private Banking in Hong Kong, where she developed a deep understanding of the complexities of wealth management. Since 2000, Amy has been a trusted advisor in risk and wealth management in Canada, earning certifications as a Certified Financial Planner and Elder Planning Counselor. Amy’s commitment to understanding her clients' unique goals enables her to craft tailored strategies that integrate risk management, wealth accumulation, estate planning, and tax planning. Her approachable demeanor and unwavering ethical standards have earned her the enduring trust of her clients. Outside of her professional life, Amy enjoys traveling, volunteering in her community, and perfecting her golf game.

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Wealth Advisor

Alison Scully

Alison has been a trusted advisor in the small business market since 1998, providing incorporated individuals and business owners with tailored strategies to minimize taxes, accumulate wealth, and preserve financial security. With decades of experience working with this unique group, Alison has developed a deep understanding of the challenges they face and the solutions that deliver the greatest impact. At Global Solutions, Alison collaborates closely with leading financial planners, accountants, and tax specialists to design sophisticated and strategic plans that meet the complex needs of her clients. Her commitment to delivering exceptional value ensures that every client receives a comprehensive approach to achieving their financial goals. When she’s not helping clients, Alison enjoys spending time on her boat or nurturing her garden.

Alison Scully
Wealth Advisor
Wealth Advisor
Alison Scully

Alison has been a trusted advisor in the small business market since 1998, providing incorporated individuals and business owners with tailored strategies to minimize taxes, accumulate wealth, and preserve financial security. With decades of experience working with this unique group, Alison has developed a deep understanding of the challenges they face and the solutions that deliver the greatest impact. At Global Solutions, Alison collaborates closely with leading financial planners, accountants, and tax specialists to design sophisticated and strategic plans that meet the complex needs of her clients. Her commitment to delivering exceptional value ensures that every client receives a comprehensive approach to achieving their financial goals. When she’s not helping clients, Alison enjoys spending time on her boat or nurturing her garden.

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Wealth Advisor

Steve Kinoshita

Born in Tokyo and raised in California, Steve brings a global perspective to his role at Global Solutions Wealth. Holding a Master’s in Financial Mathematics from the University of Chicago, he began his career in derivatives trading at Shinsei Bank before advising institutional clients across Asia at AIG Financial Products. After the global financial crisis, he advanced institutional adoption of exchange-traded funds across Asia and later expanded his expertise in Canada through consulting, digital asset advisory, and serving private wealth clients at a leading financial institution. With over 20 years of experience in capital markets, portfolio construction, and risk management, Steve collaborates with Global Solutions’ tax, legal, investment, and estate specialists to design bespoke strategies that protect, grow, and transition wealth across generations. Outside of work, Steve enjoys outdoor adventures with his wife and two children, along with photography, travel, and aviation.

Steve Kinoshita
Wealth Advisor
Wealth Advisor
Steve Kinoshita

Born in Tokyo and raised in California, Steve brings a global perspective to his role at Global Solutions Wealth. Holding a Master’s in Financial Mathematics from the University of Chicago, he began his career in derivatives trading at Shinsei Bank before advising institutional clients across Asia at AIG Financial Products. After the global financial crisis, he advanced institutional adoption of exchange-traded funds across Asia and later expanded his expertise in Canada through consulting, digital asset advisory, and serving private wealth clients at a leading financial institution. With over 20 years of experience in capital markets, portfolio construction, and risk management, Steve collaborates with Global Solutions’ tax, legal, investment, and estate specialists to design bespoke strategies that protect, grow, and transition wealth across generations. Outside of work, Steve enjoys outdoor adventures with his wife and two children, along with photography, travel, and aviation.

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Wealth Advisor

Brandon Newell

Brandon Newell is an accomplished former Capital Markets Executive with over a decade of expertise in crafting tailored financial solutions. His experience spans across fixed income, equity, and derivative products for institutional clientele at a prominent Schedule I Canadian financial institution. Driven by an inherent passion for aiding others, Brandon has made a strategic career pivot towards holistic wealth management, empowering individuals, families, and small-to-medium enterprises with financial stability for future generations. A proud alum of Saint Mary’s University, he holds a Bachelor of Commerce with a concentration in Finance, complemented by his distinction as a CFA Charterholder. ‍ Throughout his seven-year tenure at Women in Capital Markets, Brandon focused on promoting male allyship and became the first male to co-chair the WCM Vancouver Chapter Steering Committee. His commitment extends beyond professional boundaries to several community initiatives, including the United Way Campaign and the Make a Wish Foundation. In his leisure time, Brandon is either involved in physical activities or advocating for mental health awareness, emphasizing support for men dealing with mental health issues.‍

Brandon Newell
Wealth Advisor
Wealth Advisor
Brandon Newell

Brandon Newell is an accomplished former Capital Markets Executive with over a decade of expertise in crafting tailored financial solutions. His experience spans across fixed income, equity, and derivative products for institutional clientele at a prominent Schedule I Canadian financial institution. Driven by an inherent passion for aiding others, Brandon has made a strategic career pivot towards holistic wealth management, empowering individuals, families, and small-to-medium enterprises with financial stability for future generations. A proud alum of Saint Mary’s University, he holds a Bachelor of Commerce with a concentration in Finance, complemented by his distinction as a CFA Charterholder. ‍ Throughout his seven-year tenure at Women in Capital Markets, Brandon focused on promoting male allyship and became the first male to co-chair the WCM Vancouver Chapter Steering Committee. His commitment extends beyond professional boundaries to several community initiatives, including the United Way Campaign and the Make a Wish Foundation. In his leisure time, Brandon is either involved in physical activities or advocating for mental health awareness, emphasizing support for men dealing with mental health issues.‍

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Wealth Advisor

Zeynel Azimullah

Zeynel Azimullah is a seasoned wealth advisor with over two decades of experience guiding high-net-worth individuals and organizations through complex financial landscapes. As a Wealth Advisor at Global Solutions, he collaborates with a distinguished team of experts in tax, legal, investments, and estate planning to deliver bespoke strategies that empower clients to achieve long-term financial growth and security. Leveraging the firm’s multidisciplinary approach, Zeynel provides tailored solutions that address every facet of his clients' financial needs—from global wealth management and estate structuring to sophisticated capital markets strategies. Known for his strategic insight and collaborative approach, he combines exclusive capital market opportunities with institutional-level investment strategies to help clients preserve and grow their wealth. Driven by a commitment to visionary innovation, he transforms traditional advisory models into integrated solutions that create abundance, clarity, and security. Beyond his professional pursuits, Zeynel enjoys traveling, music, and culinary experiences, embracing a well-rounded perspective in life and work.

Zeynel Azimullah
Wealth Advisor
Wealth Advisor
Zeynel Azimullah

Zeynel Azimullah is a seasoned wealth advisor with over two decades of experience guiding high-net-worth individuals and organizations through complex financial landscapes. As a Wealth Advisor at Global Solutions, he collaborates with a distinguished team of experts in tax, legal, investments, and estate planning to deliver bespoke strategies that empower clients to achieve long-term financial growth and security. Leveraging the firm’s multidisciplinary approach, Zeynel provides tailored solutions that address every facet of his clients' financial needs—from global wealth management and estate structuring to sophisticated capital markets strategies. Known for his strategic insight and collaborative approach, he combines exclusive capital market opportunities with institutional-level investment strategies to help clients preserve and grow their wealth. Driven by a commitment to visionary innovation, he transforms traditional advisory models into integrated solutions that create abundance, clarity, and security. Beyond his professional pursuits, Zeynel enjoys traveling, music, and culinary experiences, embracing a well-rounded perspective in life and work.

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Wealth Advisor

Sina Saadi

Sina has been a dedicated professional in the financial services industry since 2019, starting his career in banking before discovering his passion for guiding clients toward achieving their financial goals. As part of Global Solutions, Sina collaborates with a team of wealth and tax experts to provide innovative and sophisticated strategies tailored to the unique needs of his clientele. Together, they deliver comprehensive solutions that empower individuals and businesses to build, protect, and optimize their wealth across all stages of life. Outside of work, Sina enjoys staying active through sports and cherishes time spent with family and friends. His dedication to personal and professional growth reflects his commitment to excellence and balance in all aspects of life.

Sina Saadi
Wealth Advisor
Wealth Advisor
Sina Saadi

Sina has been a dedicated professional in the financial services industry since 2019, starting his career in banking before discovering his passion for guiding clients toward achieving their financial goals. As part of Global Solutions, Sina collaborates with a team of wealth and tax experts to provide innovative and sophisticated strategies tailored to the unique needs of his clientele. Together, they deliver comprehensive solutions that empower individuals and businesses to build, protect, and optimize their wealth across all stages of life. Outside of work, Sina enjoys staying active through sports and cherishes time spent with family and friends. His dedication to personal and professional growth reflects his commitment to excellence and balance in all aspects of life.

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Chief Family Steward

Trudy Pelletier

With over 40 years of experience in communication, leadership, and executive coaching, Trudy Pelletier serves as the Family Steward at Global Solutions, guiding business families through the emotional and relational complexities of succession and stewardship. A Certified Executive Coach and former Dale Carnegie trainer, Trudy brings deep expertise in conflict resolution, leadership development, and family enterprise continuity. For nearly two decades, she has built a business helping families align their relationships and values in a future of purpose and unity. Her “go-first” philosophy, grounded in personal transformation and lived experience, shapes her compassionate and process-driven approach to navigating transition. Trudy has worked with a wide range of families across multiple generations, supporting them through financial transitions, generational wealth planning, and leadership development. Her work includes facilitating family visioning and establishing shared purpose, helping families strengthen relationships while planning for long-term harmony and legacy. She believes this work is not only valuable but essential, ensuring that both the family and the enterprise can thrive across generations.

Trudy Pelletier
Chief Family Steward
Chief Family Steward
Trudy Pelletier

With over 40 years of experience in communication, leadership, and executive coaching, Trudy Pelletier serves as the Family Steward at Global Solutions, guiding business families through the emotional and relational complexities of succession and stewardship. A Certified Executive Coach and former Dale Carnegie trainer, Trudy brings deep expertise in conflict resolution, leadership development, and family enterprise continuity. For nearly two decades, she has built a business helping families align their relationships and values in a future of purpose and unity. Her “go-first” philosophy, grounded in personal transformation and lived experience, shapes her compassionate and process-driven approach to navigating transition. Trudy has worked with a wide range of families across multiple generations, supporting them through financial transitions, generational wealth planning, and leadership development. Her work includes facilitating family visioning and establishing shared purpose, helping families strengthen relationships while planning for long-term harmony and legacy. She believes this work is not only valuable but essential, ensuring that both the family and the enterprise can thrive across generations.

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Investment Research Analyst Intern

Alex Yao

Alex is an Investment Research Analyst Intern at Global Solutions, supporting the firm’s investment research, due diligence, and portfolio performance analysis. He has co-authored published research on cryptocurrency with a professor at the University of Toronto’s Rotman School of Management, accessed globally more than 500 times. Alex placed 8th out of 300+ teams at the Wharton Global Youth Trading Competition, earned awards in risk management and ethics, and completed the Harvard Undergraduate Ventures–Tech Program. He also founded Founders Capital, an online community of 400+ young entrepreneurs. Currently completing the International Baccalaureate Diploma with a 95% average, Alex aspires to a career in investment banking and private equity.

Alex Yao
Investment Research Analyst Intern
Investment Research Analyst Intern
Alex Yao

Alex is an Investment Research Analyst Intern at Global Solutions, supporting the firm’s investment research, due diligence, and portfolio performance analysis. He has co-authored published research on cryptocurrency with a professor at the University of Toronto’s Rotman School of Management, accessed globally more than 500 times. Alex placed 8th out of 300+ teams at the Wharton Global Youth Trading Competition, earned awards in risk management and ethics, and completed the Harvard Undergraduate Ventures–Tech Program. He also founded Founders Capital, an online community of 400+ young entrepreneurs. Currently completing the International Baccalaureate Diploma with a 95% average, Alex aspires to a career in investment banking and private equity.

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Senior Case Coordinator

Bonnie Ritchie

Bonnie brings extensive expertise in risk management, wealth management, and investments to her role as a Senior Case Coordinator. She excels in streamlining processes and ensuring that clients receive an exceptional experience at every stage of their financial journey. Known for her initiative and attention to detail, Bonnie proactively identifies opportunities to enhance efficiency and support the success of the team. Her collaborative spirit thrives in team environments, where she works closely with advisors to deliver tailored solutions for clients. Bonnie holds the Certified Professional Consultant on Aging (CPCA) designation and an Associate Financial Planner Certification from BCIT. Outside of work, she cherishes her role as ‘Nana’ to her three beloved granddaughters and enjoys spending quality time with her family.

Bonnie Ritchie
Senior Case Coordinator
Senior Case Coordinator
Bonnie Ritchie

Bonnie brings extensive expertise in risk management, wealth management, and investments to her role as a Senior Case Coordinator. She excels in streamlining processes and ensuring that clients receive an exceptional experience at every stage of their financial journey. Known for her initiative and attention to detail, Bonnie proactively identifies opportunities to enhance efficiency and support the success of the team. Her collaborative spirit thrives in team environments, where she works closely with advisors to deliver tailored solutions for clients. Bonnie holds the Certified Professional Consultant on Aging (CPCA) designation and an Associate Financial Planner Certification from BCIT. Outside of work, she cherishes her role as ‘Nana’ to her three beloved granddaughters and enjoys spending quality time with her family.

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Executive Office Manager

Anisa Marghi

Anisa has over a decade of experience in management and customer service roles, where she honed her skills in creating streamlined processes and delivering exceptional client experiences. At Global Solutions, she leverages her expertise to enhance efficiencies that benefit both clients and advisors, ensuring a seamless and positive journey for everyone who partners with the firm. Anisa’s dedication to excellence and her personable approach make working with Global Solutions an enjoyable and rewarding experience. Outside of her professional commitments, she loves traveling and cherishing time with her family.

Anisa Marghi
Executive Office Manager
Executive Office Manager
Anisa Marghi

Anisa has over a decade of experience in management and customer service roles, where she honed her skills in creating streamlined processes and delivering exceptional client experiences. At Global Solutions, she leverages her expertise to enhance efficiencies that benefit both clients and advisors, ensuring a seamless and positive journey for everyone who partners with the firm. Anisa’s dedication to excellence and her personable approach make working with Global Solutions an enjoyable and rewarding experience. Outside of her professional commitments, she loves traveling and cherishing time with her family.

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CEO
Ryan Faridian

Ryan, CEO of Global Solutions, leads the firm’s transformation into the premier wealth and tax advisory firm for high-net-worth clients and family offices. He has built a world-class team of experts, creating an integrated ecosystem that addresses every aspect of a family office’s needs—including tax and legal structuring, investment management, capital markets, and cross-border planning. Global Solutions specializes in serving elite clientele who require sophisticated strategies yet are often surrounded by advisors lacking the expertise to navigate complex international wealth management. Under Ryan’s leadership, the firm delivers seamless, high-impact solutions that maximize wealth, preserve capital, and ensure long-term financial success. Committed to continuous innovation, Ryan also supports entrepreneurial ventures and investment funds, reinforcing Global Solutions’ position as a trusted partner for multi-generational wealth planning.

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Ryan, CEO of Global Solutions, leads the firm’s transformation into the premier wealth and tax advisory firm for high-net-worth clients and family offices. He has built a world-class team of experts, creating an integrated ecosystem that addresses every aspect of a family office’s needs—including tax and legal structuring, investment management, capital markets, and cross-border planning. Global Solutions specializes in serving elite clientele who require sophisticated strategies yet are often surrounded by advisors lacking the expertise to navigate complex international wealth management. Under Ryan’s leadership, the firm delivers seamless, high-impact solutions that maximize wealth, preserve capital, and ensure long-term financial success. Committed to continuous innovation, Ryan also supports entrepreneurial ventures and investment funds, reinforcing Global Solutions’ position as a trusted partner for multi-generational wealth planning.

Principal
Foad Faridian

Foad has been a respected professional in the financial services industry since 1987, bringing decades of experience and expertise to his role as a financial advisor. Known for his innovative and creative solutions, Foad ensures his clients' financial challenges are met with strategies tailored to their unique needs. He firmly believes that assembling the right team of advisors and asking the right questions is the foundation for seamless financial planning and execution. At Global Solutions, Foad leverages his extensive knowledge in wealth accumulation and preservation, collaborating with a team of experts and employing proprietary strategies to deliver exceptional service and results. Beyond his professional achievements, Foad is deeply involved in his community in West Vancouver, where he volunteers his time. In his leisure moments, he enjoys hiking, playing soccer, and spending quality time with his family.

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Foad has been a respected professional in the financial services industry since 1987, bringing decades of experience and expertise to his role as a financial advisor. Known for his innovative and creative solutions, Foad ensures his clients' financial challenges are met with strategies tailored to their unique needs. He firmly believes that assembling the right team of advisors and asking the right questions is the foundation for seamless financial planning and execution. At Global Solutions, Foad leverages his extensive knowledge in wealth accumulation and preservation, collaborating with a team of experts and employing proprietary strategies to deliver exceptional service and results. Beyond his professional achievements, Foad is deeply involved in his community in West Vancouver, where he volunteers his time. In his leisure moments, he enjoys hiking, playing soccer, and spending quality time with his family.

Managing Partner - Investment Council Division
Evan Bernard

Evan specializes in guiding business owners and their families through tailored wealth accumulation and preservation strategies, ensuring they are fully equipped to maximize the value of their businesses and secure their legacy for future generations. With a foundation in International Commerce from Niagara College, Evan launched his career in wealth management, driven by a passion for supporting family-owned enterprises. As the Managing Partner of the Investment Counsel Division, Evan oversees portfolio management for clients and family offices, delivering sophisticated investment solutions tailored to meet their unique needs. His expertise extends to navigating complex financial landscapes, providing clients with clarity and confidence in achieving their long-term goals. Evan’s advanced certifications include the Certified Investment Manager (CIM), Qualified Associate Financial Planner (QAFP), and Certified Exit Planning Advisor (CEPA). His strategic approach and commitment to excellence make him a trusted partner for clients seeking thoughtful, impactful wealth management and exit planning solutions.

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Evan specializes in guiding business owners and their families through tailored wealth accumulation and preservation strategies, ensuring they are fully equipped to maximize the value of their businesses and secure their legacy for future generations. With a foundation in International Commerce from Niagara College, Evan launched his career in wealth management, driven by a passion for supporting family-owned enterprises. As the Managing Partner of the Investment Counsel Division, Evan oversees portfolio management for clients and family offices, delivering sophisticated investment solutions tailored to meet their unique needs. His expertise extends to navigating complex financial landscapes, providing clients with clarity and confidence in achieving their long-term goals. Evan’s advanced certifications include the Certified Investment Manager (CIM), Qualified Associate Financial Planner (QAFP), and Certified Exit Planning Advisor (CEPA). His strategic approach and commitment to excellence make him a trusted partner for clients seeking thoughtful, impactful wealth management and exit planning solutions.

Managing Partner - Capital Division
Sean Samimi

Shahab "Sean" Samimi is a distinguished founder and tech-focused entrepreneur who has forged a remarkable career spanning the realms of finance and technology innovation. His journey began as a serial entrepreneur before his role as an Investment Banking Analyst at Gravitas Securities, transitioning through roles, Sean's involvement with 7 Gate Ventures underlines his proficiency as an astute investor. Over the course of 15 years, he has played a pivotal role in guiding, investing in, and partnering with small to medium-sized Canadian enterprises. Currently, Sean holds a pivotal position as a board member for Hypercharge Networks (TSX.V: HC). His academic and professional pursuits are underscored by an Executive MBA and a Digital Innovation Leadership Certificate from the Beedie School of Business. In addition, he is a Certified Scrum Product Owner (CSPO) and is credentialed with an Innovation Governance Certificate from the Council of Canadian Innovators.

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Shahab "Sean" Samimi is a distinguished founder and tech-focused entrepreneur who has forged a remarkable career spanning the realms of finance and technology innovation. His journey began as a serial entrepreneur before his role as an Investment Banking Analyst at Gravitas Securities, transitioning through roles, Sean's involvement with 7 Gate Ventures underlines his proficiency as an astute investor. Over the course of 15 years, he has played a pivotal role in guiding, investing in, and partnering with small to medium-sized Canadian enterprises. Currently, Sean holds a pivotal position as a board member for Hypercharge Networks (TSX.V: HC). His academic and professional pursuits are underscored by an Executive MBA and a Digital Innovation Leadership Certificate from the Beedie School of Business. In addition, he is a Certified Scrum Product Owner (CSPO) and is credentialed with an Innovation Governance Certificate from the Council of Canadian Innovators.

Managing Partner - Accounting Division
Ali Zarei

Ali Zarei is a distinguished Chartered Professional Accountant (CPA, CA) and financial executive with over 15 years of experience in driving financial strategies and delivering innovative tax solutions. As the Managing Partner of Global Solutions CPA Division, Ali specializes in international and cross-border tax planning, helping businesses navigate the complexities of global operations with tailored strategies. Ali's expertise spans a broad spectrum, including intellectual property taxation, transfer pricing, and research and development (R&D) tax incentives. His unique ability to anticipate and mitigate the challenges of international business expansion has made him a trusted advisor to a diverse clientele, ranging from start-ups to multinational corporations. With a CPA, CA, and an MBA, Ali combines technical excellence with strategic foresight to optimize financial performance and operational efficiencies for his clients. An active member of the CPABC Tri-Cities Chapter, Ali is deeply committed to professional excellence and community growth. His leadership at Global Solutions Accounting reflects his dedication to delivering value, fostering innovation, and empowering clients to achieve sustainable success in an increasingly complex financial landscape.

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Ali Zarei is a distinguished Chartered Professional Accountant (CPA, CA) and financial executive with over 15 years of experience in driving financial strategies and delivering innovative tax solutions. As the Managing Partner of Global Solutions CPA Division, Ali specializes in international and cross-border tax planning, helping businesses navigate the complexities of global operations with tailored strategies. Ali's expertise spans a broad spectrum, including intellectual property taxation, transfer pricing, and research and development (R&D) tax incentives. His unique ability to anticipate and mitigate the challenges of international business expansion has made him a trusted advisor to a diverse clientele, ranging from start-ups to multinational corporations. With a CPA, CA, and an MBA, Ali combines technical excellence with strategic foresight to optimize financial performance and operational efficiencies for his clients. An active member of the CPABC Tri-Cities Chapter, Ali is deeply committed to professional excellence and community growth. His leadership at Global Solutions Accounting reflects his dedication to delivering value, fostering innovation, and empowering clients to achieve sustainable success in an increasingly complex financial landscape.

Managing Partner - Real Estate Division
Ryan Laurin

Ryan Laurin brings over two decades of experience in the Vancouver and Western North American real estate markets, with a career spanning luxury development, strategic land acquisition, and market-driven project execution. Having worked at the executive level within one of the world’s most prominent real estate families, Ryan combines the discipline of institutional development with the agility of private enterprise. His strengths lie in high-performance sales and marketing strategy, architectural and brand-driven design, and unlocking value through rigorous, market-based project analysis. He has worked closely with family offices and HNWIs, often stepping into complex or ambiguous opportunities to assess feasibility, optimize outcomes, and shape vision into viable development strategies. Now leading the real estate division of Global Solutions, Ryan applies his multidisciplinary expertise to drive investment performance, structure strategic partnerships, and identify transformative land and development opportunities across the region.

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Ryan Laurin brings over two decades of experience in the Vancouver and Western North American real estate markets, with a career spanning luxury development, strategic land acquisition, and market-driven project execution. Having worked at the executive level within one of the world’s most prominent real estate families, Ryan combines the discipline of institutional development with the agility of private enterprise. His strengths lie in high-performance sales and marketing strategy, architectural and brand-driven design, and unlocking value through rigorous, market-based project analysis. He has worked closely with family offices and HNWIs, often stepping into complex or ambiguous opportunities to assess feasibility, optimize outcomes, and shape vision into viable development strategies. Now leading the real estate division of Global Solutions, Ryan applies his multidisciplinary expertise to drive investment performance, structure strategic partnerships, and identify transformative land and development opportunities across the region.

Strategic Legal Partner (Estates and Corporate)
Steve Parr

Steve is a business and estate planning lawyer based in Vancouver, British Columbia, collaborating with Global Solutions as a strategic legal partner to support entrepreneurs, incorporated professionals, and multi-generational families. He works closely with our tax, investment, and estate planning teams to ensure that every legal strategy complements the client’s broader wealth, tax, and legacy objectives — delivering solutions that are both robust and forward-looking. An entrepreneur at heart, Steve founded and sold a vacation rental company before establishing his own legal practice in 2017. Since then, he has advised clients on complex corporate reorganizations, trust formations, and succession plans, blending technical precision with creative problem-solving. Steve holds a law degree from the University of Victoria and a B.A. in Women’s Studies, bringing both analytical depth and a people-centered perspective to his work. Outside his legal practice, Steve pursues a life of balance and growth — whether learning new languages, surfing, playing pickleball, or participating in cold plunges. He has also been an active member of the Vancouver personal growth community, the Arka Brotherhood, for nearly a decade. Steve is the founder and a practising lawyer with Parr Business Law, as recognized by the Law Society of British Columbia.

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Steve is a business and estate planning lawyer based in Vancouver, British Columbia, collaborating with Global Solutions as a strategic legal partner to support entrepreneurs, incorporated professionals, and multi-generational families. He works closely with our tax, investment, and estate planning teams to ensure that every legal strategy complements the client’s broader wealth, tax, and legacy objectives — delivering solutions that are both robust and forward-looking. An entrepreneur at heart, Steve founded and sold a vacation rental company before establishing his own legal practice in 2017. Since then, he has advised clients on complex corporate reorganizations, trust formations, and succession plans, blending technical precision with creative problem-solving. Steve holds a law degree from the University of Victoria and a B.A. in Women’s Studies, bringing both analytical depth and a people-centered perspective to his work. Outside his legal practice, Steve pursues a life of balance and growth — whether learning new languages, surfing, playing pickleball, or participating in cold plunges. He has also been an active member of the Vancouver personal growth community, the Arka Brotherhood, for nearly a decade. Steve is the founder and a practising lawyer with Parr Business Law, as recognized by the Law Society of British Columbia.

Managing Director - US Real Estate
Alex Yamini

Alex Yamini is a real estate strategist with a proven track record in sourcing, structuring, and executing institutional-grade multifamily projects. His experience spans acquisitions, development, and capital structuring, with a focus on creating high-value residential and hospitality assets. Alex has successfully led projects from concept to completion, assembling and managing teams of developers, contractors, and industry specialists to deliver results that exceed investor expectations. With a deep understanding of market dynamics and a commitment to long-term value creation, Alex’s expertise in multifamily real estate aligns seamlessly with the Global Solutions Family Office mandate to provide clients with exclusive, strategically curated investment opportunities. In addition to his role at Global Solutions, Alex is the Co-Founder, President, and CEO of Sarmaya Capital, which has completed over $150 million in successful multifamily transactions.

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Alex Yamini is a real estate strategist with a proven track record in sourcing, structuring, and executing institutional-grade multifamily projects. His experience spans acquisitions, development, and capital structuring, with a focus on creating high-value residential and hospitality assets. Alex has successfully led projects from concept to completion, assembling and managing teams of developers, contractors, and industry specialists to deliver results that exceed investor expectations. With a deep understanding of market dynamics and a commitment to long-term value creation, Alex’s expertise in multifamily real estate aligns seamlessly with the Global Solutions Family Office mandate to provide clients with exclusive, strategically curated investment opportunities. In addition to his role at Global Solutions, Alex is the Co-Founder, President, and CEO of Sarmaya Capital, which has completed over $150 million in successful multifamily transactions.

International Tax Advisor
Brad Severin

Bradley Severin is a Fellow Chartered Professional Accountant (FCPA, FCA), Certified Financial Planner (CFP), and Trust and Estate Practitioner (TEP) with more than 25 years of experience in Canadian and international taxation. He specializes in corporate reorganizations, cross-border planning, mergers and acquisitions, and succession strategies for family enterprises. A former Tax Partner at PwC and Moodys, Brad has been recognized nationally for his expertise, with former Prime Minister Paul Martin describing him in Parliament as an “eminent tax accountant.” Brad has lectured for the Chartered Professional Accountants of Canada, the Canadian Tax Foundation, and Advocis, and is a frequent commentator on tax matters. His contributions to the profession and the community have earned him multiple honours, including Alberta Venture’s “Top 50 Most Influential People,” the CPA Alberta Early Achievement Award, fellowship as an FCPA, and the Queen Elizabeth II Platinum Jubilee Medal. At Global Solutions, Brad plays a key role in our collaborative think-tank, guiding families and business leaders in achieving clarity, preserving wealth across generations, and implementing innovative strategies that endure. Services provided by Bradley D. Severin Professional Corp.

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Bradley Severin is a Fellow Chartered Professional Accountant (FCPA, FCA), Certified Financial Planner (CFP), and Trust and Estate Practitioner (TEP) with more than 25 years of experience in Canadian and international taxation. He specializes in corporate reorganizations, cross-border planning, mergers and acquisitions, and succession strategies for family enterprises. A former Tax Partner at PwC and Moodys, Brad has been recognized nationally for his expertise, with former Prime Minister Paul Martin describing him in Parliament as an “eminent tax accountant.” Brad has lectured for the Chartered Professional Accountants of Canada, the Canadian Tax Foundation, and Advocis, and is a frequent commentator on tax matters. His contributions to the profession and the community have earned him multiple honours, including Alberta Venture’s “Top 50 Most Influential People,” the CPA Alberta Early Achievement Award, fellowship as an FCPA, and the Queen Elizabeth II Platinum Jubilee Medal. At Global Solutions, Brad plays a key role in our collaborative think-tank, guiding families and business leaders in achieving clarity, preserving wealth across generations, and implementing innovative strategies that endure. Services provided by Bradley D. Severin Professional Corp.

Family Office Advisor
Sean Chan

Sean brings extensive experience spanning small private single-family offices to large multi-billion-dollar multi-family organizations, as well as investment funds and corporations in his capacity as a finance officer. His deep understanding of financial operations and organizational strategy enables him to deliver exceptional planning and advisory services. At Global Solutions, Sean leverages a sophisticated platform of proprietary wealth and tax strategies to support high-net-worth and ultra-high-net-worth families, as well as investment groups, in achieving their financial objectives. Through his strategic insight and comprehensive approach, Sean ensures his clients benefit from tailored solutions designed to preserve, grow, and optimize their wealth in an increasingly complex financial landscape.

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Sean brings extensive experience spanning small private single-family offices to large multi-billion-dollar multi-family organizations, as well as investment funds and corporations in his capacity as a finance officer. His deep understanding of financial operations and organizational strategy enables him to deliver exceptional planning and advisory services. At Global Solutions, Sean leverages a sophisticated platform of proprietary wealth and tax strategies to support high-net-worth and ultra-high-net-worth families, as well as investment groups, in achieving their financial objectives. Through his strategic insight and comprehensive approach, Sean ensures his clients benefit from tailored solutions designed to preserve, grow, and optimize their wealth in an increasingly complex financial landscape.

Legal Trust Officer
Ray Basi

Ray Basi is a distinguished legal and regulatory professional with over two decades of experience across private practice, government, and financial services. He holds a First-Class Honours B.A. in Criminology from Simon Fraser University, as well as both an LL.B. and J.D. in law from the University of Victoria. He has served as Director of Information and Privacy for multiple provincial ministries and led compliance oversight at the Financial Institutions Commission of BC. Ray later shaped provincial mortgage industry standards as Director of Education and Policy for the Canadian Mortgage Brokers Association, advising and training thousands of professionals across the financial sector. At Global Solutions, Ray serves as Legal Trust Officer—bringing clarity to complexity and ensuring every client strategy is rooted in legal precision, regulatory strength, and long-term protection.

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Ray Basi is a distinguished legal and regulatory professional with over two decades of experience across private practice, government, and financial services. He holds a First-Class Honours B.A. in Criminology from Simon Fraser University, as well as both an LL.B. and J.D. in law from the University of Victoria. He has served as Director of Information and Privacy for multiple provincial ministries and led compliance oversight at the Financial Institutions Commission of BC. Ray later shaped provincial mortgage industry standards as Director of Education and Policy for the Canadian Mortgage Brokers Association, advising and training thousands of professionals across the financial sector. At Global Solutions, Ray serves as Legal Trust Officer—bringing clarity to complexity and ensuring every client strategy is rooted in legal precision, regulatory strength, and long-term protection.

Wealth Advisor
Amy Lee

With over 30 years of experience in finance and insurance, Amy has built a distinguished career serving high-net-worth clients and delivering exceptional value through personalized financial strategies. She began her journey at Deutsche Bank AG Private Banking in Hong Kong, where she developed a deep understanding of the complexities of wealth management. Since 2000, Amy has been a trusted advisor in risk and wealth management in Canada, earning certifications as a Certified Financial Planner and Elder Planning Counselor. Amy’s commitment to understanding her clients' unique goals enables her to craft tailored strategies that integrate risk management, wealth accumulation, estate planning, and tax planning. Her approachable demeanor and unwavering ethical standards have earned her the enduring trust of her clients. Outside of her professional life, Amy enjoys traveling, volunteering in her community, and perfecting her golf game.

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With over 30 years of experience in finance and insurance, Amy has built a distinguished career serving high-net-worth clients and delivering exceptional value through personalized financial strategies. She began her journey at Deutsche Bank AG Private Banking in Hong Kong, where she developed a deep understanding of the complexities of wealth management. Since 2000, Amy has been a trusted advisor in risk and wealth management in Canada, earning certifications as a Certified Financial Planner and Elder Planning Counselor. Amy’s commitment to understanding her clients' unique goals enables her to craft tailored strategies that integrate risk management, wealth accumulation, estate planning, and tax planning. Her approachable demeanor and unwavering ethical standards have earned her the enduring trust of her clients. Outside of her professional life, Amy enjoys traveling, volunteering in her community, and perfecting her golf game.

Wealth Advisor
Alison Scully

Alison has been a trusted advisor in the small business market since 1998, providing incorporated individuals and business owners with tailored strategies to minimize taxes, accumulate wealth, and preserve financial security. With decades of experience working with this unique group, Alison has developed a deep understanding of the challenges they face and the solutions that deliver the greatest impact. At Global Solutions, Alison collaborates closely with leading financial planners, accountants, and tax specialists to design sophisticated and strategic plans that meet the complex needs of her clients. Her commitment to delivering exceptional value ensures that every client receives a comprehensive approach to achieving their financial goals. When she’s not helping clients, Alison enjoys spending time on her boat or nurturing her garden.

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Alison has been a trusted advisor in the small business market since 1998, providing incorporated individuals and business owners with tailored strategies to minimize taxes, accumulate wealth, and preserve financial security. With decades of experience working with this unique group, Alison has developed a deep understanding of the challenges they face and the solutions that deliver the greatest impact. At Global Solutions, Alison collaborates closely with leading financial planners, accountants, and tax specialists to design sophisticated and strategic plans that meet the complex needs of her clients. Her commitment to delivering exceptional value ensures that every client receives a comprehensive approach to achieving their financial goals. When she’s not helping clients, Alison enjoys spending time on her boat or nurturing her garden.

Wealth Advisor
Steve Kinoshita

Born in Tokyo and raised in California, Steve brings a global perspective to his role at Global Solutions Wealth. Holding a Master’s in Financial Mathematics from the University of Chicago, he began his career in derivatives trading at Shinsei Bank before advising institutional clients across Asia at AIG Financial Products. After the global financial crisis, he advanced institutional adoption of exchange-traded funds across Asia and later expanded his expertise in Canada through consulting, digital asset advisory, and serving private wealth clients at a leading financial institution. With over 20 years of experience in capital markets, portfolio construction, and risk management, Steve collaborates with Global Solutions’ tax, legal, investment, and estate specialists to design bespoke strategies that protect, grow, and transition wealth across generations. Outside of work, Steve enjoys outdoor adventures with his wife and two children, along with photography, travel, and aviation.

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Born in Tokyo and raised in California, Steve brings a global perspective to his role at Global Solutions Wealth. Holding a Master’s in Financial Mathematics from the University of Chicago, he began his career in derivatives trading at Shinsei Bank before advising institutional clients across Asia at AIG Financial Products. After the global financial crisis, he advanced institutional adoption of exchange-traded funds across Asia and later expanded his expertise in Canada through consulting, digital asset advisory, and serving private wealth clients at a leading financial institution. With over 20 years of experience in capital markets, portfolio construction, and risk management, Steve collaborates with Global Solutions’ tax, legal, investment, and estate specialists to design bespoke strategies that protect, grow, and transition wealth across generations. Outside of work, Steve enjoys outdoor adventures with his wife and two children, along with photography, travel, and aviation.

Wealth Advisor
Brandon Newell

Brandon Newell is an accomplished former Capital Markets Executive with over a decade of expertise in crafting tailored financial solutions. His experience spans across fixed income, equity, and derivative products for institutional clientele at a prominent Schedule I Canadian financial institution. Driven by an inherent passion for aiding others, Brandon has made a strategic career pivot towards holistic wealth management, empowering individuals, families, and small-to-medium enterprises with financial stability for future generations. A proud alum of Saint Mary’s University, he holds a Bachelor of Commerce with a concentration in Finance, complemented by his distinction as a CFA Charterholder. ‍ Throughout his seven-year tenure at Women in Capital Markets, Brandon focused on promoting male allyship and became the first male to co-chair the WCM Vancouver Chapter Steering Committee. His commitment extends beyond professional boundaries to several community initiatives, including the United Way Campaign and the Make a Wish Foundation. In his leisure time, Brandon is either involved in physical activities or advocating for mental health awareness, emphasizing support for men dealing with mental health issues.‍

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Brandon Newell is an accomplished former Capital Markets Executive with over a decade of expertise in crafting tailored financial solutions. His experience spans across fixed income, equity, and derivative products for institutional clientele at a prominent Schedule I Canadian financial institution. Driven by an inherent passion for aiding others, Brandon has made a strategic career pivot towards holistic wealth management, empowering individuals, families, and small-to-medium enterprises with financial stability for future generations. A proud alum of Saint Mary’s University, he holds a Bachelor of Commerce with a concentration in Finance, complemented by his distinction as a CFA Charterholder. ‍ Throughout his seven-year tenure at Women in Capital Markets, Brandon focused on promoting male allyship and became the first male to co-chair the WCM Vancouver Chapter Steering Committee. His commitment extends beyond professional boundaries to several community initiatives, including the United Way Campaign and the Make a Wish Foundation. In his leisure time, Brandon is either involved in physical activities or advocating for mental health awareness, emphasizing support for men dealing with mental health issues.‍

Wealth Advisor
Zeynel Azimullah

Zeynel Azimullah is a seasoned wealth advisor with over two decades of experience guiding high-net-worth individuals and organizations through complex financial landscapes. As a Wealth Advisor at Global Solutions, he collaborates with a distinguished team of experts in tax, legal, investments, and estate planning to deliver bespoke strategies that empower clients to achieve long-term financial growth and security. Leveraging the firm’s multidisciplinary approach, Zeynel provides tailored solutions that address every facet of his clients' financial needs—from global wealth management and estate structuring to sophisticated capital markets strategies. Known for his strategic insight and collaborative approach, he combines exclusive capital market opportunities with institutional-level investment strategies to help clients preserve and grow their wealth. Driven by a commitment to visionary innovation, he transforms traditional advisory models into integrated solutions that create abundance, clarity, and security. Beyond his professional pursuits, Zeynel enjoys traveling, music, and culinary experiences, embracing a well-rounded perspective in life and work.

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Zeynel Azimullah is a seasoned wealth advisor with over two decades of experience guiding high-net-worth individuals and organizations through complex financial landscapes. As a Wealth Advisor at Global Solutions, he collaborates with a distinguished team of experts in tax, legal, investments, and estate planning to deliver bespoke strategies that empower clients to achieve long-term financial growth and security. Leveraging the firm’s multidisciplinary approach, Zeynel provides tailored solutions that address every facet of his clients' financial needs—from global wealth management and estate structuring to sophisticated capital markets strategies. Known for his strategic insight and collaborative approach, he combines exclusive capital market opportunities with institutional-level investment strategies to help clients preserve and grow their wealth. Driven by a commitment to visionary innovation, he transforms traditional advisory models into integrated solutions that create abundance, clarity, and security. Beyond his professional pursuits, Zeynel enjoys traveling, music, and culinary experiences, embracing a well-rounded perspective in life and work.

Wealth Advisor
Sina Saadi

Sina has been a dedicated professional in the financial services industry since 2019, starting his career in banking before discovering his passion for guiding clients toward achieving their financial goals. As part of Global Solutions, Sina collaborates with a team of wealth and tax experts to provide innovative and sophisticated strategies tailored to the unique needs of his clientele. Together, they deliver comprehensive solutions that empower individuals and businesses to build, protect, and optimize their wealth across all stages of life. Outside of work, Sina enjoys staying active through sports and cherishes time spent with family and friends. His dedication to personal and professional growth reflects his commitment to excellence and balance in all aspects of life.

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Sina has been a dedicated professional in the financial services industry since 2019, starting his career in banking before discovering his passion for guiding clients toward achieving their financial goals. As part of Global Solutions, Sina collaborates with a team of wealth and tax experts to provide innovative and sophisticated strategies tailored to the unique needs of his clientele. Together, they deliver comprehensive solutions that empower individuals and businesses to build, protect, and optimize their wealth across all stages of life. Outside of work, Sina enjoys staying active through sports and cherishes time spent with family and friends. His dedication to personal and professional growth reflects his commitment to excellence and balance in all aspects of life.

Chief Family Steward
Trudy Pelletier

With over 40 years of experience in communication, leadership, and executive coaching, Trudy Pelletier serves as the Family Steward at Global Solutions, guiding business families through the emotional and relational complexities of succession and stewardship. A Certified Executive Coach and former Dale Carnegie trainer, Trudy brings deep expertise in conflict resolution, leadership development, and family enterprise continuity. For nearly two decades, she has built a business helping families align their relationships and values in a future of purpose and unity. Her “go-first” philosophy, grounded in personal transformation and lived experience, shapes her compassionate and process-driven approach to navigating transition. Trudy has worked with a wide range of families across multiple generations, supporting them through financial transitions, generational wealth planning, and leadership development. Her work includes facilitating family visioning and establishing shared purpose, helping families strengthen relationships while planning for long-term harmony and legacy. She believes this work is not only valuable but essential, ensuring that both the family and the enterprise can thrive across generations.

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With over 40 years of experience in communication, leadership, and executive coaching, Trudy Pelletier serves as the Family Steward at Global Solutions, guiding business families through the emotional and relational complexities of succession and stewardship. A Certified Executive Coach and former Dale Carnegie trainer, Trudy brings deep expertise in conflict resolution, leadership development, and family enterprise continuity. For nearly two decades, she has built a business helping families align their relationships and values in a future of purpose and unity. Her “go-first” philosophy, grounded in personal transformation and lived experience, shapes her compassionate and process-driven approach to navigating transition. Trudy has worked with a wide range of families across multiple generations, supporting them through financial transitions, generational wealth planning, and leadership development. Her work includes facilitating family visioning and establishing shared purpose, helping families strengthen relationships while planning for long-term harmony and legacy. She believes this work is not only valuable but essential, ensuring that both the family and the enterprise can thrive across generations.

Investment Research Analyst Intern
Alex Yao

Alex is an Investment Research Analyst Intern at Global Solutions, supporting the firm’s investment research, due diligence, and portfolio performance analysis. He has co-authored published research on cryptocurrency with a professor at the University of Toronto’s Rotman School of Management, accessed globally more than 500 times. Alex placed 8th out of 300+ teams at the Wharton Global Youth Trading Competition, earned awards in risk management and ethics, and completed the Harvard Undergraduate Ventures–Tech Program. He also founded Founders Capital, an online community of 400+ young entrepreneurs. Currently completing the International Baccalaureate Diploma with a 95% average, Alex aspires to a career in investment banking and private equity.

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Alex is an Investment Research Analyst Intern at Global Solutions, supporting the firm’s investment research, due diligence, and portfolio performance analysis. He has co-authored published research on cryptocurrency with a professor at the University of Toronto’s Rotman School of Management, accessed globally more than 500 times. Alex placed 8th out of 300+ teams at the Wharton Global Youth Trading Competition, earned awards in risk management and ethics, and completed the Harvard Undergraduate Ventures–Tech Program. He also founded Founders Capital, an online community of 400+ young entrepreneurs. Currently completing the International Baccalaureate Diploma with a 95% average, Alex aspires to a career in investment banking and private equity.

Senior Case Coordinator
Bonnie Ritchie

Bonnie brings extensive expertise in risk management, wealth management, and investments to her role as a Senior Case Coordinator. She excels in streamlining processes and ensuring that clients receive an exceptional experience at every stage of their financial journey. Known for her initiative and attention to detail, Bonnie proactively identifies opportunities to enhance efficiency and support the success of the team. Her collaborative spirit thrives in team environments, where she works closely with advisors to deliver tailored solutions for clients. Bonnie holds the Certified Professional Consultant on Aging (CPCA) designation and an Associate Financial Planner Certification from BCIT. Outside of work, she cherishes her role as ‘Nana’ to her three beloved granddaughters and enjoys spending quality time with her family.

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Bonnie brings extensive expertise in risk management, wealth management, and investments to her role as a Senior Case Coordinator. She excels in streamlining processes and ensuring that clients receive an exceptional experience at every stage of their financial journey. Known for her initiative and attention to detail, Bonnie proactively identifies opportunities to enhance efficiency and support the success of the team. Her collaborative spirit thrives in team environments, where she works closely with advisors to deliver tailored solutions for clients. Bonnie holds the Certified Professional Consultant on Aging (CPCA) designation and an Associate Financial Planner Certification from BCIT. Outside of work, she cherishes her role as ‘Nana’ to her three beloved granddaughters and enjoys spending quality time with her family.

Executive Office Manager
Anisa Marghi

Anisa has over a decade of experience in management and customer service roles, where she honed her skills in creating streamlined processes and delivering exceptional client experiences. At Global Solutions, she leverages her expertise to enhance efficiencies that benefit both clients and advisors, ensuring a seamless and positive journey for everyone who partners with the firm. Anisa’s dedication to excellence and her personable approach make working with Global Solutions an enjoyable and rewarding experience. Outside of her professional commitments, she loves traveling and cherishing time with her family.

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Anisa has over a decade of experience in management and customer service roles, where she honed her skills in creating streamlined processes and delivering exceptional client experiences. At Global Solutions, she leverages her expertise to enhance efficiencies that benefit both clients and advisors, ensuring a seamless and positive journey for everyone who partners with the firm. Anisa’s dedication to excellence and her personable approach make working with Global Solutions an enjoyable and rewarding experience. Outside of her professional commitments, she loves traveling and cherishing time with her family.

Explore the backgrounds, expertise, and values that drive our team. Each bio reflects the experience, dedication, and personal commitment we bring to every client relationship.