Alysha Tse
FEA, TEP, CFP, MFA-P, MTI, CLU, CHS, CIM
Wealth Advisor & Associate Portfolio Manager
Chernick James Tse & Associates Wealth Counsel
Alysha Tse is a Vancouver-based Wealth Advisor and Associate Portfolio Manager with Chernick James Tse & Associates Wealth Counsel at Richardson Wealth. She specializes in estate planning, legacy planning, and tax-efficient charitable giving for business owners, professionals, and multi-generational families across British Columbia.
Her clients often have complex financial structures that include corporations, trusts, real estate holdings, and significant investment portfolios. Many are focused on intergenerational wealth transfer, succession planning, and integrating philanthropy into their wills and estate plans. Alysha works closely with lawyers and accountants to coordinate investment management, estate structures, and charitable strategies so that each plan reflects both financial objectives and family values.
As a charitable giving advisor, she frequently supports clients with donor-advised funds, gifts of securities, and charitable bequests to ensure tax-efficient outcomes in Canada. She believes that thoughtful estate planning creates continuity for families while allowing wealth to support meaningful causes.
Alysha holds the FEA, CFP, TEP, MTI, CLU, CHS, MFA-P, and CIM designations and is committed to advancing education in estate and philanthropic planning throughout Vancouver and across Canada.
“Estate planning and charitable giving turn wealth into legacy, supporting family and meaningful causes for generations to come.”