<H2>Barb Finnerty</H2>

Barb Finnerty

Investment Funds Advisor


Exceptional Wealth Management Canada
Manulife Securities Investment Services Inc.
Life Insurance Advisor
BBB Financial Services Inc

Barb has been working in the financial industry for over fifteen years and is the driving force behind the Exceptional Experience. With a work history that includes flipping burgers and fitting lingerie – not at the same time – it’s no surprise that she has the unique ability to relate to just about anyone. Her straightforward attitude and problem solving abilities have helped her form remarkable relationships with her clients.
Originally from a tiny town on the east coast of Canada, she’s happy to make the Island her home, spending quality time with her husband and two almost-good dogs.

<h2>Cindy Lynn</h2>

Cindy Lynn

Associate


Exceptional Wealth Management Canada
Manulife Securities Investment Services Inc.

Cindy has been part of the Exceptional Team for over seven years, and has been in the financial industry in various roles for over 14 years. She’s indispensable in our office, and is the fiery redhead who helps us stay on top of everything. As a mom of two gorgeous teenage daughters, Cindy is more than capable of making sure things run well.

One of the rare, true islanders, Cindy was born and raised on this little Pacific paradise we call home. She grew up in the Westshore area, so she was pretty excited when we moved our offices to her stomping grounds.

<h2>Yan-Min Xu</h2>

Yan-Min Xu

Associate


Exceptional Wealth Management Canada
Manulife Securities Investment Services Inc.

Yan-Min was educated at the University of British Columbia (UBC), and graduated from their International Relations program. Early in her career, Yan-Min’s fluency in English and Cantonese helped secured a rare work experience with Time Warner’s Asia-Pacific headquarters in Hong Kong. She returned to Victoria wanting to be closer to her family. Growing up in an immigrant family, she’s aware of the difficulties her family members may face without her nearby.
Yan-Min assists with financial planning, investment, tax and risk management solutions. She takes pride in helping to assist local and immigrant families achieve their financial goals.

<H2>Barb Finnerty</H2>

Barb Finnerty

Investment Funds Advisor


Exceptional Wealth Management Canada
Manulife Securities Investment Services Inc.
Life Insurance Advisor
BBB Financial Services Inc

Barb has been working in the financial industry for over fifteen years and is the driving force behind the Exceptional Experience. With a work history that includes flipping burgers and fitting lingerie – not at the same time – it’s no surprise that she has the unique ability to relate to just about anyone. Her straightforward attitude and problem solving abilities have helped her form remarkable relationships with her clients.
Originally from a tiny town on the east coast of Canada, she’s happy to make the Island her home, spending quality time with her husband and two almost-good dogs.

<h2>Cindy Lynn</h2>

Cindy Lynn

Associate


Exceptional Wealth Management Canada
Manulife Securities Investment Services Inc.

Cindy has been part of the Exceptional Team for over seven years, and has been in the financial industry in various roles for over 14 years. She’s indispensable in our office, and is the fiery redhead who helps us stay on top of everything. As a mom of two gorgeous teenage daughters, Cindy is more than capable of making sure things run well.

One of the rare, true islanders, Cindy was born and raised on this little Pacific paradise we call home. She grew up in the Westshore area, so she was pretty excited when we moved our offices to her stomping grounds.

<h2>Yan-Min Xu</h2>

Yan-Min Xu

Associate


Exceptional Wealth Management Canada
Manulife Securities Investment Services Inc.

Yan-Min was educated at the University of British Columbia (UBC), and graduated from their International Relations program. Early in her career, Yan-Min’s fluency in English and Cantonese helped secured a rare work experience with Time Warner’s Asia-Pacific headquarters in Hong Kong. She returned to Victoria wanting to be closer to her family. Growing up in an immigrant family, she’s aware of the difficulties her family members may face without her nearby.
Yan-Min assists with financial planning, investment, tax and risk management solutions. She takes pride in helping to assist local and immigrant families achieve their financial goals.

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If you're willing to take an active role in your financial future, we want to work with you. If you have questions about anything that may impact your financial goals, give us a call or send us an email and we will do our best to find the right answer for your circumstances.

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