Steve has built Letizia Financial into an established life and estate planning firm based on unwavering dedication to transforming the financial landscape for families by fostering intergenerational wealth and legacy.

Outside of meetings, you can find him embracing the magic of his home base, British Columbia. Steve is an avid skier along with his 4 kids, Julie, Ben, Andy and Beau, and wife, Jacqueline, who respectively lead the charge. Off the ski hill, you’ll often find him on a tennis court, mountain bike or hiking trail with his 4-year old, lab, Roxy.

More often than not, Steve happily combines meetings with outdoor activties.

Sanju is a Chartered Public Accountant and Financial Planner with the Wealth and Tax Group supporting London Life, Great West Life and Canada Life for 24 years. Sanju received his Bachelor of Commerce degree with a major in Accounting from the University of British Columbia. Sanju then 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. In 1998, Sanju also obtained his Certified Financial Planners designation from the Canadian Association of Financial Planners. In 2000, Sanju obtained the designation of TEP 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.

Pardis is focused assisting families make meaningful decisions with their financial capital through a comprehensive financial planning process. She has strong expertise in investments, retirement and tax planning strategies and shares this through her high level of client care and attention. She is dedicated to helping clients plan and prepare for their financial future, and takes pride in providing tailored advice to individual and corporate clients. When not working, she is on a quest for Vancouver’s best dining experience or spending time with her family and friends.

Mike joined the insurance industry in 2012 working with a brokerage and large insurance provider specializing in large life insurance cases and complex estate planning endeavors. In 2018, he earned is Chartered Life Underwriter, CLU designation. Within Letizia Financial Inc. Mike collaborates with the planning team to integrate insurance solutions as part of the comprehensive planning process. In his role, Mike distills the complexities of insurance products into a strategic estate planning solution creating a meaningful family legacy. Mike has called Vancouver home for most of his life and resides in beautiful North Vancouver with his wife and young daughter. While not working, Mike enjoys spending some quality time with his family and exploring some of the beautiful North Vancouver trails.

Born and raised in Vancouver, Allen graduated with a Bachelor of Science majoring in computer science from the university of British Columbia. Allen first joined the video game industry where he cultivated his love for problem solving and strategic planning. He further discovered his passion for helping people throughout his years of involvement with toastmasters international and Rotary International.

Allenn has worked as a Financial planner since 2010 helping families and business owners to create meaningful financial strategies to ultimately achieve their vision of success in life. Within the Letizia Financial Inc. team, Allen works with the planning team to design a life plan that helps bring the families we serve vision to life. Allen takes pride knowing the work he does helps people make reasoned decisions instead of emotional ones. Allen’s true gift lies in the areas of tax, retirement, and cash flow planning; connecting all the pieces together in a comprehensive plan.

When taking a break from work, Allen also loves doting on his adorable wife and daughter, enjoys travelling and has followed the Vancouver Canucks through thick and thin since the 1990s

After growing up in Vancouver Islands Comox Valley, Greg studied economics at Simon Fraser University where he played varsity football and was the recipient of the prestigious Bill McMahon Award recognizing the combination of sports and scholastics.

Immediately following graduation, Greg found his passion for helping people through his work with a major Canadian insurance provider where early in his career he earned his Certified Financial Planning, CFP designation. Within Letizia Financial Inc., Greg provides strategic support and direction to our overall operations ensuring our clients experience a seamless integration of all things Financial.

Greg lives in North Vancouver with his wife Ruriko and daughters Kiera and Mila and enjoys playing ice hockey, golf and biking