Jerry S. Basran, BBA, CSWP, CIWM, FCSI
Senior Vice President, Investment Advisor
Jerry Basran has over 20 years of experience in the financial services industry. Starting with RBC Dominion Securities in 2000, Jerry steadily grew his practice, becoming one of the firm's top wealth advisors and a specialist in serving high-net-worth clients. Jerry recently joined Canaccord Genuity Wealth Management to be part of an independent firm, offering bespoke wealth management to his clients.
Jerry holds a BBA degree with a dual specialization in accounting and finance from Simon Fraser University. He is a Fellow of the Canadian Institute, a designation reserved for financial professionals that meet the highest standards for advanced education, ethical conduct, industry experience, and endorsement from peers. Jerry also holds the Chartered Strategic Wealth Professional designation, an elite designation held by a select few Canadian financial professionals.
Jerry and his family live in South Surrey, where they are active members of the community. Jerry lends his support to a number of local charities, and has acted as a campaign executive for the Surrey Memorial Hospital Foundation Emergency Centre, raising over $450,000 through the RBC Invitational Golf Classic.
Alicia joined The Basran Wealth Management Group in 2017, previously working as an Accounting clerk and Project Administrator. She graduated from BCIT, majoring in Financial Planning, and has since completed The Canadian Securities Course and Conduct and Practices Handbook Exams to become a licensed Associate.
Alicia provides administrative support to the team and delivers exceptional service to our clients, assisting them with day to day inquiries and all administrative needs.
Alicia lives in Burnaby. She enjoys reading, traveling and is passionate about learning.
Navin Basran joined The Basran Wealth Management Group in late 2019, previously working as an advisor at RBC. He is currently studying at BCIT full-time, majoring in Finance while having completed The Canadian Securities Course. Navin will be writing the Conduct and Practices Handbook exam at the beginning of the new year to become a licensed Associate.
Navin grew up in the South Surrey area playing competitive hockey before moving on to the junior level where he played up until he was 19. The competitive nature of hockey has given Navin the ability to perform in the most stressful environments.
In having been in these surroundings, Navin is committed to pursuing a career in the Wealth Management industry. He is a fitness enthusiast and enjoys spending time with family and friends when he’s not studying.