Telford Wealth Management Vancouver BC - Toronto

Telford Wealth is an independent Canadian wealth management company. Driven by our mission to enhance the financial lives of our clients, we provide brokerage services focused on insurance, investments and group benefits to a select clientele of high-net-worth individuals, families and business owners.

We see many benefits to being an independent and privately-held company, free from the influence and pressures from outside parties or shareholders. Our team takes an unbiased approach to our clients’ financial goals; first by research and understanding, followed by ensuring our clients take an active role in their financial planning.

When taking on a new client, we engage in open communication with the intention to identify our client’s assets, goals and tolerance for risk. These conversations define the scope of the products, services and investment opportunities we recommend to them in the future.

As a valued client of Telford Wealth, you have access to a full suite of financial services to suit your individual needs, centred around insurance, investments and group benefits.

Meet our leadership team

Brad Telford, CEO

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Brad was born and raised in the small town of Port Alice, B.C., before moving to Victoria as a young adult. He started his career with a large national finance company in 2009, but subsequently ventured out on his own with the aim to provide a broader range of products and more options for his clients. Brad then moved the business to Vancouver so that he could better serve his clients as he grew his business across Canada.

Brad founded Telford Wealth because he had a vision to create a vertically integrated financial services company with the aspiration to help his clients secure their financial futures. His expertise lies in alleviating the financial planning burden from business owners, so as to allow them to focus on what they truly do best: run their business.

With his strong athletic background, Brad has always been passionate about mental and physical wellness. He is committed to sharing his success with the community and to this end, supports numerous charities and philanthropic endeavours close to his heart.

“Success without fulfillment is the ultimate failure.”

Jill Coish, CFO

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Jill is originally from White Rock, B.C., but lived in Australia for a portion of her teenage years.  After high school, Jill moved to Nashville to attend Vanderbilt University, where she earned her bachelor degree in economics.  Following her return to Vancouver, Jill spent five years working in the professional sports industry, primarily for the BC Lions Football Club.  Before entering the finance world, Jill completed the graduate program in accounting at the University of British Columbia’s Sauder School of Business.

Since joining Telford Wealth, Jill has obtained her Certified Employee Benefits Specialist designation, the standard of excellence in the employee benefits industry.  She is constantly working to grow her knowledge base and stay on top of industry trends and technological advancements in order to create inspired solutions for internal practices that will best serve our clients.

“All our dreams can come true if we have the courage to pursue them.” – Walt Disney

Laura Rickard, Executive Assistant

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Laura was born and raised in the Lower Mainland and attended the University of the Fraser Valley after graduating high school. There she received her Bachelor of Arts degree, majoring in Political Science, along with a certificate in Journalism.

Before joining Telford Wealth, Laura worked and volunteered for almost a decade with Oxfam Canada, a world-renowned international development organization. She had numerous roles at Oxfam, one being a Member of the Board. Laura won several awards for her leadership and dedication during her time at Oxfam, and she also won a Service Excellence award at her university.

As a team member at Telford Wealth, Laura supports the overall function of the company through business development, marketing, and as the Executive Assistant to the CEO. Laura also has a passion to further the Telford Foundation’s reach through charitable donations and initiatives.

“People will forget what you said, people will forget what you did, but people will never forget how you made them feel.” – Maya Angelou

Derral Moriyama, Strategic Consultant

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With close to 40 years of experience as a senior executive in both banking and private businesses, Derral brings a wealth of knowledge and connections to Telford Wealth. Prior to joining our firm, he was Senior Vice President, Business Development for Western Canada for BMO Financial Group, and he previously held senior executive roles in commercial banking, corporate finance, retail banking, national strategy development and national sales leadership.

Derral has a Master of Business Administration degree from the University of Toronto and completed executive development programs at the Kellogg School of Business in Chicago, the University of Western Ontario and the Banff School of Management. His board and committee experience is extensive. Derral has been inducted into the Order of St. John and currently serves as Honorary Lieutenant Colonel of 39 Signal Regiment in Vancouver.

“You miss 100% of the shots you don’t take.” – Wayne Gretzky

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