Meet your team

Meet Roz, a seasoned Senior Wealth Associate with over 24 years of experience in the financial services industry - a dedicated associate, collaborating closely with Lois and Caroline.  With her wealth of experience, she’s adept at streamlining operations and maximizing efficiency to drive success. 

Armed with a Paralegal Certificate from Capilano University and a Securities License from the Canadian Securities Institute, she’s primed to deliver exceptional service to our clients.  Roz is a long-time resident of the White Rock area, having grown up on White Rock beach. 

She loves to spend time with family and friends, and especially loves the outdoors.  She spends her vacation time at her family’s trailer in Osoyoos, where she enjoys campground cookouts and having fun in the sun. Roz also still insists on attempting to conquer the perplexing game of golf.  Feel free to reach out to her regarding matters such as executing buy and sell stock transactions, assistance with transfers, registered account administration (monetary movement or withdrawals), and assistance with estates. 

Alex joined the Goode Beer team as our dedicated Client Concierge in December 2020 following a successful 20-year career in Hotel & Hospitality Management. She has seamlessly transitioned her meticulous attention to detail and commitment to delivering exceptional client experiences into the financial services industry.

Alex expertly handles account opening procedures, manages documentation, facilitates online access, and addresses tax inquiries with precision. Her commitment to professional development mirrors her dedication to exceptional customer service. She recently achieved a significant milestone by successfully completing the CSC (Canadian Securities Course) and is on track to obtaining her license as a Wealth Associate. Whether she's fielding calls, scheduling appointments, or facilitating TFSA/RRSP/RESP contributions and electronic transfers, Alex ensures that each client interaction is conducted with utmost care and efficiency.

Beyond the office, Alex finds joy in kayaking the local waterways and is an avid traveler. She recently embarked on a journey as a foster caregiver for the Cat Therapy & Rescue Society.

Allyson fell in love with the world of financial services and wealth management at the age of 17 while working as a Commercial Banking Intern. This experience ignited her enthusiasm for making a difference to her clients' lives by empowering them to achieve their financial goals through informed decision-making. Her journey led her to join National Bank Financial in 2019 as a mentee in the Young Women’s Student Mentorship Program.

Allyson earned her Bachelor of Commerce from the University of British Columbia's Sauder School of Business. Over the course of her studies, she distinguished herself as one of the top student leaders at her university. She successfully led prominent campus student organizations and represented UBC Sauder at several National Business Competitions.

Possessing a deep-seated belief in the power of collaboration and mentorship, Allyson finds fulfillment in fostering strong client relationships and empowering those around her. She is excited about her career in Wealth Management and at the fact that she has the opportunity to work and learn alongside the amazing women professionals at the Goode Beer Group.

Allyson was born and raised in Richmond, BC. She loves her Mini Bernedoodle Timothy, driving her Volkswagen GTI, and attending concerts and sporting events.