Meet Our Team
We are your partner in life and wealth
Senior Wealth Advisor
Jerry Basran has over 25 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 CG 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.
Senior Investment Associate
Delia Barbosa is a licensed Investment Associate with over two decades of industry experience. Delia started her career at Canaccord Genuity Corp., where she gained in-depth knowledge of investment operations, client management, trade execution and strong relationships.
In her desire for growth, Delia has shifted into the world of Wealth Management by joining The Basran Wealth Management Group, successfully pairing her investment knowledge with management of client relationships. On our team, she is responsible for coordinating and administering client services.
Administrative Assistant
Napa Iamnopparat joined The Basran Wealth Management Group in 2023 as an Administrative Assistant. A self-starter, she is tenacious when it comes to getting the job done and thoughtful when thinking of client’s needs.
Napa started her career at independent firm in Vancouver, where she gained back-office experience working as a Securities Administrator, before working closely with clients as an Administrative Assistant for a top investment advisor.