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Suhel Popatia | CFP®, BSc

Senior Wealth Advisor
Founder & Partner

Suhel has been providing financial peace of mind since 1998. His clients value his broad expertise, aptitude for simplifying complex information, patience in explaining details, and caring commitment to their best interests. 

Specializing in corporate and estate planning, Suhel helps clients successfully navigate financial complexity to build a comfortable and secure financial future—for themselves, their families, and future generations. His legacy is ensuring his multigenerational client families feel understood, cared for, and guided under his warm, patient, and detail-oriented counsel. 

Suhel is also deeply committed to serving the community. He regularly supports organizations like the B.C. Children’s Hospital Foundation, The Aga Khan Foundation Canada, and others.

The Holy Grail for me is when my multigenerational client families look back at our working relationship years later and feel great about the journey, their achievements, and the goals that they met along the way.”

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Waypoint Family Office

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Vancouver, BC V6C 2V6