Our Team

The heartbeat of Waypoint Family Office

 Your goals come first in every touchpoint with our team. We’re united by integrity and a deep commitment to serving others, reflecting our mission of creating a positive impact in our clients’ lives.

Suhel Popatia | CFP®, BSc

Senior Wealth Advisor
Founder & Partner
See bio

Brittany Adamson | BBA, CFP®, CLU, FEA

Wealth Advisor
Partner
See bio

Maggie Qian | BEng

Executive Associate
See bio

Jill Perry | BA

Customer Experience Manager
See bio

Estelle Li | BSc

Administrative Assistant
See bio

Cheryl Norton | CPA, CA, CFP®

Regional Vice President, Wealth Planning
See bio

Rachit Tibrewala | CFA®, CFP®

Investment Counsellor
See bio

Dennis Kondratev | MBA, CFP®, CLU®, TEP

Regional Wealth Planner
See bio

Bradley Charlton | CLU®, ChFC®, CHS

Regional Vice-President, Estate Planning
See bio

Actualize your wealth’s potential with a team that’s on the same page

It’s never been more important to hold true to your vision for your wealth. We’re here to help you realize it.

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Waypoint Family Office

It’s never been more important to hold true to your vision for your wealth. We’re here to help you realize it.

Visit Us

1600-800 West Pender Street
Vancouver, BC V6C 2V6

Contact

E: brittany.adamson@assante.com
P: 604-685-2214

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