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Alysha Tse, FEA, CFP, TEP, CLU, CHS, MTI, CIM

Family enterprise advisor specializing in holistic tax and estate planning for multi-generational families

Who is Alysha Tse?

Alysha Tse is an experienced wealth management advisor who takes a holistic approach to helping clients with tax planning, retirement planning, charitable giving, wealth transfer, and protection.1 She holds several professional designations, including:

  • FEA (Family Enterprise Advisor)
  • CFP (Certified Financial Planner)
  • TEP (Trust and Estate Practitioner)
  • CLU (Chartered Life Underwriter)
  • CHS (Certified Health Insurance Specialist)
  • MTI (Master Financial Planner)
  • CIM (Chartered Investment Manager)

Alysha Tse works as a Wealth Advisor at Richardson Wealth.13 Her LinkedIn username is alyshato.4

Some key areas of Alysha's practice include:

  • Estate Planning & Trusts
  • Financial Planning
  • Succession Planning
  • Wealth Transfer
  • Philanthropy & Charitable Giving3

She commonly advises elderly clients on setting up joint bank accounts with adult children for easier financial management and probate planning.2

Alysha recently announced her promotion at Richardson Wealth on LinkedIn in June 2024.5

Highlights

Aug 19 · linkedin

The federal government has introduced revised bare trust reporting rules to clarify previous confusion, reducing the number of individuals impacted. The changes include key exemptions for trusts with assets of $50,000 or less and related party trusts with property valued at $250,000 or less. These adjustments aim to streamline compliance for 2025. Pam Prior, CPA, CA, TEP, MFA-P offers valuable insights on this matter.

Jul 9 · linkedin

Since being announced in the 2024 federal budget, the increase to the capital gains inclusion rate effective after June 25, 2024 has attracted significant public attention. Draft legislation for the proposal was finally released on June 10, 2024, and it’s not much different from the initial announcement. Wondering how the proposal could impact your financial situation? Here’s what you need to know:

Related Questions

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Alysha  Tse, FEA, CFP, TEP, CLU, CHS, MTI, CIM
Alysha  Tse, FEA, CFP, TEP, CLU, CHS, MTI, CIM, photo 1
Alysha  Tse, FEA, CFP, TEP, CLU, CHS, MTI, CIM, photo 2
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Location

Vancouver, British Columbia, Canada