OUR TEAM

Behind every successful financial journey is a dedicated team of experts committed to your financial well-being. our team brings together a wealth of experience and a passion for helping you achieve your financial goals. Get to know the professionals who will be by your side, guiding you toward a secure and prosperous future.

Advisors

Admin

Our Community outreach

We believe in the power of community and the impact of giving back. Our commitment to community outreach and charitable giving is at the heart of our values. Through strategic initiatives and partnerships, we aim to make a positive difference in the lives of those around us. From supporting local charities to organizing community events, we are dedicated to building a stronger, more connected world. we understand that true prosperity extends beyond financial success, and we are proud to contribute to the well-being of the communities we serve.

Our community outreach

We believe in the power of community and the impact of giving back. Our commitment to community outreach and charitable giving is at the heart of our values. Through strategic initiatives and partnerships, we aim to make a positive difference in the lives of those around us. From supporting local charities to organizing community events, we are dedicated to building a stronger, more connected world. We understand that true prosperity extends beyond financial success, and we are proud to contribute to the well-being of the communities we serve.

Want to find out More?

Russel Jarvis

B. Mgmt, CFP®, CEA – Financial Planner

Expertise

Russel is a partner and financial planner at HJ Wealth. He joined the financial industry in 2015, and uses his experience working in a number of roles including loans officer, portfolio management and financial advisor to provide expertise to clients. Russel’s passion is to help educate families and individuals, to build their confidence in making financial decisions and to help them understand the reasoning for recommendations. Russel offers a comprehensive list of financial planning services to identify and achieve clients’ goals.

Background

Bachelor of Management_University of British Columbia
Certified Financial Planner (CFP®)
Certified Executor Advisor (CEA)
Mutual Funds Licensed (MFL)

Worth Noting

Outside of the office, Russel is something of a car expert, building up his own car and sometimes attending organized races. He also has an interest in winter activities, including snowmobiling and ice fishing. In his spare time, you may find him hiking or snowboarding at one of our local BC mountains or tucked away in his garage working on his car restoration project.

Cathie hurlburt

CFP®, CLU, RFP, FMA, CFDS – Senior Financial Planner

Expertise

Cathie is a partner and senior planner at HJ Planning. She has been providing financial planning services and advice to clients since 1987, and is licensed as a life, accident, and sickness insurance agent. Cathie’s depth of expertise allows her to resolve difficult problems for her clients, and she takes care to educate them so they can make financial choices with confidence and peace of mind. Cathie is also extremely skilled at translating complex concepts into simple English, and she focuses on the factors that make a difference in clients’ lives today and in the future. 

Background

Certified Financial Planner (CFP®)
Chartered Life Underwriter (CLU®)
Registered Financial Planner (RFP)
Financial Management Advisor (FMA)
Chartered Financial Divorce Specialist (CFDS)

Worth Noting

Cathie has received numerous awards for her work as a financial planner in Vancouver, including the Five Star Wealth Manager Award in 2011, 2012 and 2013. She was named BC’s Advisor of the Year 2003 by Advisor Edge Magazine. Outside of work she enjoys spending time with her family and spending her summers somewhere warm.

Irma Mattes

CFP®, FMA, EPC, RRC® – Financial Planner

Expertise

Irma is an experienced financial planner and has been working with clients for over 20 years in Vancouver. She develops customized, simple solutions that benefit clients over many years, enriching their lives now and for the future.  Irma loves the human aspect of financial planning; getting to know her clients and their dreams. She gets tremendous satisfaction from working with clients over the long term and seeing lifelong goals come to fruition: new jobs, homes, raising kids and enjoying grandchildren.

Background

Certified Financial Planner (CFP®)
Financial Management Advisor (FMA)
Elder Planning Counselor (EPC)
Registered Retirement Consultant (RRC®)

Worth Noting

In 2012, Irma received the prestigious Five Star Wealth Manager Award for her work as a financial planner. Outside of the office Irma has a passion for learning about health and nutrition. She enjoys cooking and baking and has a reputation for making incredible food. She also loves live theatre and enjoys attending shows whenever she gets the chance.

Kathy Maclean

Administrative Assistant

Expertise

Kathy is an Administrative Assistant at Hurlburt Jarvis Wealth. Her experience and knowledge of our business operations as financial planners in Vancouver are essential parts of the daily activities of our team. Using her wealth of industry knowledge, Kathy coordinates all aspects of insurance administration within the team.

Background

LOMA’s Associate, Insurance Agency Administration Certificate
Associate, Annuity Products and Administration Certificate
Certification as a licensed life insurance agent

Worth Noting

Outside of work, Kathy is a dedicated family person, balancing her professional life with a fulfilling family life, exemplifying the importance of work-life harmony.

Thiago Tarcitano

Client Service Coordinator

Expertise

Thiago is originally from Brazil and moved to Vancouver in 2015, and he has always been passionate about finance, financial institutions, and stock markets. Thiago uses his knowledge from working in the banking industry in both Brazil and Canada to improve processes, provide administrative support, and manage the responsibilities associated with team projects. Thiago excels at providing assistance wherever he can and has a diverse set of skills that allows him to contribute anywhere necessary.

Background

Bachelor of Economics – IBMEC, Rio de Janeiro

Worth Noting

Thiago has a love for photography and has a knack for taking breathtaking photos. As a result of this hobby, he has worked as a photographer at various events, graduations, couple’s photoshoots and weddings. He also enjoys going for walks and spending time with his dog Summer (who is adorable and full of personality and energy).

Selena Lee

Investment Funds Associate

Expertise

Selena started her career in the financial industry in 2010, providing her expertise to executives in order to maximize the efficiency of teams. Her specialties include Trade and Compliance, where she manages trade processes, document preparation, trade execution, and tracking, as well as Process Improvement, where she leads the process design and efficiency of projects within the team. Selena also ensures that the team is adhering to updated compliance policies, and manages the responsibilities associated with team projects.

Background

Investment Funds in Canada (IFC)
Bachelor’s degree in Business Administration (Chung-Ang University)

Worth Noting

Outside of the office, Selena has a love for reading and baking. After baking something delicious, she enjoys touring the city to find hidden gems. You can always count on her to suggest an amazing place to check out.