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Rochelle is a graduate from Adelphi University, Long Island, New York, where she worked hard to earn a Business Degree, majoring in Business Management. Rochelle has always strived to be the best she can in every aspect of her life. Receiving a softball scholarship as well as an academic scholarship, Rochelle learned and mastered the importance of team work. Her dedication to excellence earned her a MVP at Adelphi, a position on the National Collegiate Athletic Association’s (NCAA’s) first All Star Team and a sports and academic award from Sportscasters ESPN. With her new team, the Chartwell Financial Group, Rochelle brings the same passion and heart, to the benefit of Chartwell Financial Group clients.

Rochelle believes in helping and assisting her clients achieve their goals and dreams. She is always looking out for clients’ best interest, learning and listening carefully to her clients’ needs, then providing professional advice based on the latest industry resources. Rochelle is licensed for insurance products and works primarily with families.

Rochelle will continue her softball career in women’s senior fast pitch. She enjoys all sports with a passion for wakeboarding and snowboarding.

Blair began his working life as a professional engineer where he worked on projects in many countries around the world. Since 1995 he has worked in the financial industry as a financial security advisor and planner.

Blair has achieved the designations of Certified Financial Planner and Chartered Life Underwriter as he continues to build and develop his knowledge base to help his clients.

His practice provides strategic advice to retirees, professionals and business owners, primarily in the areas of tax and estate planning, investment and retirement planning, as well as risk management. Blair brings the technical and analytical approach he learned in 20 years of engineering to his planning work to help assess and solve his clients’ toughest challenges.

In his efforts to give back to the industry Blair is an active member of Advocis (The Financial Advisors Association of Canada) where he serves on the communications committee.

As a proud member of the Rotary Club of Vancouver, Blair contributes to the Community Services, and Bike-a-thon committees by helping raise money for many good causes.

When not working, Blair can be found hiking or cross-country skiing with his partner Donna, fishing on the West Coast of Vancouver Island, climbing a mountain, ski touring, or restoring the home where he and Donna live in Vancouver. Blair has two children, both grown boys with whom he enjoys spending time, mostly in the outdoors.

Sanju is a Tax & Estate Planning Group Consultant supporting the Chartwell Financial Group through Freedom 55 Financial, a division of London Life. Sanju received his Bachelor of Commerce degree with a major in Accounting from the University of British Columbia in 1990. After completing his articling in the Okanagan Valley, Sanju received his Chartered Accounting designation in 1994. After returning to Vancouver, Sanju joined the tax group of Ernst & Young where he was promoted to Tax Manager and also completed the two year In-Depth Taxation Course offered by the Canadian Institute of Chartered Accountants. While at Ernst & Young, he was a manager with the Wealth Management Group and worked mostly in the areas of tax and financial planning for high net worth individuals. In 1998, Sanju also obtained his Certified Financial Planner (CFP) designation from the Canadian Association of Financial Planners. In 2000, Sanju obtained the Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners.

Sanju is considered to be a specialist in the area of estate planning for business owners and high net worth individuals. His knowledge of tax planning strategies is current and he is regularly asked to teach tax planning to various groups of financial planners who concentrate on estate and wealth maximization.

Cheryl began her career in the financial services industry over 20 years ago. She has been managing clients’ administrative needs at Chartwell Financial Group since 2002, Hence, she’s gained considerable experience in the life insurance and mutual fund industry. As Chartwell Financial Group’s client service manager, Cheryl’s prime objective is to provide quality administrative service and support to our clients. Cheryl is a problem solver by nature and, with her wealth of experience and her diverse skill set, she is able to provide the excellent client service our clients have come to expect.

Cheryl is a life licensed marketing assistant and she has successfully completed the IFIC Canadian Investment Funds Course. Cheryl also holds a Certificate in Computerized Office and Accounting.

When not at the office, Cheryl spends time with her husband of more than 28 years, their two children and the apples of her eye, her two grandsons. They enjoy camping, fishing and everything outdoors. Cheryl also enjoys gardening and diving into a good book.