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CIM®, FCSI®
Senior Wealth Advisor & Senior Portfolio Manager
Tony Osachoff has been providing sound investment advice to his clients since 1992. He brings diverse educational and professional experience to his work as a Senior Portfolio Manager & Senior Wealth Advisor at Wellington-Altus Private Wealth. Tony became involved with the stock market at age 10 when he made his first stock trade. While still in high school, Tony’s passion for investments led him to take the Canadian Securities Course. Tony holds a Bachelor of Arts degree from the University of Western Ontario and is a Fellow of the Canadian Securities Institute with the professional designation of Chartered Investment Manager.
In addition to running a very successful business practice, Tony enjoys keeping healthy with triathlon training and trail running. He has competed alongside the world’s top athletes in France, Portland, Los Angeles, Las Vegas, Penticton, and Whistler. Tony is a six-time IRONMAN finisher, participated in the Escape from Alcatraz triathlon and has multiple marathon finishes under his belt.
CIM®
Senior Associate Investment Advisor
With close to two decades of investment industry experience, Tiffany joined The Osachoff Wealth Advisory Group in 2006. As a Senior Associate Investment Advisor, Tiffany works alongside Tony to deliver effective conscientious solutions designed to keep clients disciplined along the path of investing. She supports our clients’ evolving needs and provides custom-designed advice to help them achieve their goals.
Tiffany is a Financial Management graduate of BCIT and earned her CIM® designation in 2014. She completed her Registered Representative Licensing in 2005 and has taken several courses at The Canadian Securities Institute, including Wealth Management Essentials, Portfolio Management Techniques, Investment Management Techniques, the Canadian Securities Course, and the Conduct and Practices Handbook.
Tiffany and her family can often be found enjoying the outdoor lifestyle that Squamish offers.
Associate
Sarah arrived in Vancouver from Ireland in 2014 with her husband and instantly fell in love with the city and the mountains.
Behind the scenes, Sarah keeps the team on track and brings a level of detail-oriented organization that is second to none.
Outside the office, Sarah enjoys cooking and spending time with her two sons. She is also an avid runner who regularly participates in a sub-2:00 half marathon.
In 2012, Sarah obtained the Bachelor of Nutrition from Liverpool John Moores University and Master of Science Diploma in Sport and Exercise Nutrition from Ulster University.
Luke recently moved to Vancouver with his partner from Cork Ireland. He enjoys British Columbia’s majestic mountains and can be found travelling and hiking anywhere in the world where there is elevation. In 2022, Luke obtained his Bachelor of Business degree from Munster Technological University and is now busy taking courses from the Canadian Securities Institute to obtain the necessary licensing qualifications for the Canadian investment industry. With a background in financial administration, Luke brings a high attention to detail and ensures all the day-to-day functions within our practice run smoothly.
After immigrating to Canada in 1997 with an electrical engineering background, Petr earned a Bachelor of Technology (Accounting) from the British Columbia Institute of Technology. To advance his professional investment knowledge, Petr took the Canadian Securities Course in 1998, completed the Canadian Investment Manager (CIM) program in 2001 and became a Chartered Financial Analyst (CFA) in 2007. Petr has a strong foundation of wealth management along with relevant experience in financial instruments, financial modelling and cash-flow analysis. At his last position he analyzed and evaluated private client portfolios with a focus on performance, volatility and asset allocation for each individual holding and the overall investment portfolio. Petr has developed comprehensive financial plans for retail/small business investment clientele, including financial modelling, budgeting and financial statements analysis. Outside of the office, Petr enjoys playing chess and spending time with his spouse Nilofar travelling, exploring the art museums and watching international cinematography.
