Larissa Grierson, CIM®
Wealth Advisor Associate
Over the past 25 years, Larissa has gained substantial experience in the investment industry. She possesses a problem-solving mindset and is dedicated to creating a warm and welcoming client experience. She takes care of a wide range of duties, including answering client investment questions and account inquiries, monitoring accounts for transfers and receipt of funds, and handling back office requirements and U.S. onboarding for our cross-border wealth management services.
She joined Plena Wealth Advisors along with its principal, Clark Linton, in 2005. Her tenure has allowed her to develop an extensive understanding of our clients’ needs and investments. Her professional background also includes many years as a sales assistant at a global private financial group. She is fully licensed, and has completed the Chartered Investment Manager, Canadian Securities and Conduct and Practices Handbook courses.
Larissa also plays a key role in supporting the corporate and executive strategies we implement for our clients as part of their overall wealth management strategy. These include our clients’ involvement in executive stock option plans, investment in restricted stock positions and investments in other public and private investments.
A longtime resident of the North Shore, Larissa grew up on Bowen Island and now makes North Vancouver her home with her family. She has two children, Will and Savanna, and is actively involved in the volunteer community. She has also served as chair of the Heritage Advisory Commission for North Vancouver.