Partners in Planning

Linson Chen, CFP, CIM, CLU, FCSI, TEP

Linson Chen is a Financial Advisor and Portfolio Manager with RGF Integrated Wealth Management, an independent financial planning firm based in Vancouver. With more than 20 years of experience in the financial services industry, he helps Canadians who are retired or approaching retirement navigate retirement income planning, estate planning, and long-term wealth management.

Linson has a particular focus on responsible investing and charitable giving, working with clients who want to align their investment portfolios with their personal values. He believes investors can pursue their financial goals while supporting responsible, sustainable business practices and creating positive social impact.

An active contributor to the financial planning profession, Linson is the Past President of the Fraser Valley Estate Planning Council and serves on the Board of Directors for Independent Financial Brokers of Canada.

Linson holds a Bachelor of Arts in Geography with a minor in Economics from UBC and the following industry designations: Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Chartered Life Underwriter (CLU), and Trust and Estate Practitioner (TEP).

Amy O’Leary 

As Director of Philanthropy at Peace Arch Hospital + Community Health Foundation, Amy brings more than 11 years of fundraising experience and dedicated service to the Foundation. Her career in philanthropy began in 2009 at the University of Auckland in New Zealand, and she has since built a career centred on fostering meaningful donor relationships, inspiring generosity and translating philanthropy into lasting impact for patients, families and healthcare teams.

Amy has played a leading role in some of the Foundation’s most significant fundraising achievements. She helped take the $10 million Medical Imaging Campaign beyond its goal, raising $10.8 million, and successfully brought the Foundation’s Production Kitchen Campaign over goal. She also played a central role in bringing the new Physician Engagement Centre at Peace Arch Hospital to life and is currently helping advance plans to outfit the Emergency Department with dedicated paediatric waiting and treatment spaces. Last fiscal year, Amy helped lead the Foundation through its most successful fundraising year ever, with more than $15 million raised in support of healthcare and community health programs in White Rock and South Surrey.

A recipient of the Association for Healthcare Philanthropy’s 40 Under 40 Award, Amy holds a Bachelor of Arts (Honours) from Simon Fraser University and a Master of Arts from York University. Her commitment to the community extends beyond the Foundation through her role on the Surrey & White Rock Board of Trade’s Industry and Innovation Committee. Above all, she is passionate about connecting donors with opportunities to make a meaningful difference in their community. Outside of the Foundation, Amy is a proud mom to three girls.

Brett Kohli, CPA, C.A

Brett is an accountant with over 40 years of experience in a variety of fields, including:  public accounting, financial planning (Royal Trust and MDM Management) and the charity sector.  He was the CFO and ultimately also the National Director of The Terry Fox Foundation for 10 years and has been the Director, Finance & Administration at the Peace Arch Hospital and Community Health Foundation for almost 11 years.

His work has taken him from his hometown of Ottawa to Bermuda, the Turks & Caicos Islands and in Canada to Kelowna, Chilliwack, White Rock and PEI. With today’s technology, he is fortunate to have been able to work for the Foundation remotely from Gabriola Island for the last 4 years.