Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Wealth Advisor & Portfolio Manager
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Since 2008 Caroline Goode has been an emerging young leader in the wealth management field in White Rock/South Surrey, BC. Caroline is a 3rd generation wealth advisor. She has garnered many of her investment philosophies passed down from her parents and her maternal grandfather who were all financial advisors. She was recognized in 2014 by Wealth Management Professional as a “young gun” which is awarded to up-and-comers in the wealth management industry. Most recently, the team was awarded the 2020 Awards of Excellence for Team of the Year in BC.

Caroline takes pride in creating meaningful client relationships and providing the best investment advice possible. Most of her clients are those preparing for the retirement stage.  Once they are ready to retire, we work together to ensure they can live a sustainable and enjoyable retirement. Caroline has a passion for people and a passion for personal finances. She has worked with over 3 generations of families, always encouraging the next generation to take a keen interest in their financial lives.

Caroline graduated from the University of Calgary with a bachelor’s degree. She holds the designations of Portfolio Manager, Chartered Investment Manager (CIM), and lastly, she is certified as a Responsible Wealth Advisor (RIAC) which is Canada’s industry association for responsible investment. 

Prior to having children Caroline was an avid volunteer in the community.  She now volunteers through her children’s activities.  Caroline has an active lifestyle with her husband and two sons.  You might find them on the local soccer fields, snowy mountains, or just in their backyard having fun. 

Senior Wealth Advisor & Portfolio Manager
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“In my 25 years in this industry, I strive to work with clients as their Chief Financial Advisor, finding solutions to all clients’ financial challenges.”

I collaborate with clients to help understand their goals and what is important to them. Through a comprehensive wealth management process, I use portfolio and risk management in both the clients' investment and personal life to come up with a plan that will address all their needs.

Paul graduated from the University of British Columbia and holds a degree in Economics. He entered the financial industry in 1995 and formed the Shewfelt McMillan Group in 1997. He currently is a fully licensed Portfolio Manager, has his CIM (Canadian Investment Manager) and FMA (Financial Management Advisor) designations. 

Paul grew up and continues to live in South Surrey. He is married to Megan. They are busy raising their three boys, Parker 10, Finlay 9 and Bennett 6. As the first captain of the Surrey Eagles back in 1992, Paul stays active in hockey and sports, and now is starting the journey of coaching his kids through their early years.

Wealth Advisor & Portfolio Manager
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“My goal is to make my clients’ investment lives simple!

I have shaped my practise around 3 E’s – Engagement - Education –  Expectations

The world of finance can be a murky and confusing place, especially if you are new to it.  I am here to de-mystify all of that for you.  

I do that through:

Engaging with you to identify what your investment objectives should be through goal setting and planning.

Educating you to how investing works – including the importance of asset allocation and the types of investment solutions available to you.

Creating a positive experience as we travel the road together. There is nothing more rewarding than earning your trust and watching you attain your life goals.

I am truly interested in understanding the whole person. That way I can recommend what’s best for each and every individual. As always, our clients are welcome to come in, have a cup of coffee and chat. Client relationships are paramount to success.” 

Lois is considered to be a pioneer of women in the investment industry.  She is a Portfolio Manager and holds the Financial Management Advisor (FMA) designation and the professional Chartered Investment Manager (CIM) designation.  Lois is also certified as a Responsible Investment Advisor (RIAC) through the Responsible Investment Association of Canada and considers this in choosing investments within her practise.

After living in White Rock for over 30 years, Lois moved to Vancouver where she now enjoys all that the city has to offer.  Being a huge theatre fan Lois often travels to New York City to take in the Broadway shows.  If you are ever in need of a show recommendation, feel free to ask!  In her spare time, Lois volunteers as an Adoptions Counsellor with VOKRA – the Vancouver Orphan Kitten Rescue Association.

Associates and Partners

Abby McKinlay

Senior Wealth Associate

Roz Stefaniuk

Wealth Associate

Alexandra (Alex) McIntosh

Associate

Manijeh Moieni

Estate Planning Specialist

Manijeh is a Senior Estate Planning Advisor with National Bank Financial Wealth Management.  Having been called to the Bar of British Columbia in 1996, she has accumulated years of diverse professional experience including working at prestigious Vancouver law firms, operating her own successful law office, as well as teaching law through the Law Society of BC and Langara College. Manijeh’s philosophy is simple. She sincerely cares about her clients, their issues, and results. She provides high quality estate planning services, and acts with integrity, honesty, respect and fairness. Manijeh offers every client personal attention combined with a high level of professional integrity. This leads to estate planning solutions tailored to the specific needs of each client whether she is providing an estate consultation or an estate plan.  

Dave Petenuzzo

Insurance Specialist

Dave is an Estate and Insurance Planning Specialist with NBF Financial Services. Dave is a proud member of the Murray Wealth Management Group and is here to assist as needed to help provide solid insurance based solutions.

Dave is a Chartered Life Underwriter, Certified Financial Planner, Chartered Financial Consultant and a Registered Health Underwriter. He has extensive experience in personal and corporate financial planning, as well as advanced tax and estate planning.

Some of Dave’s focus areas include:

  • Estate Planning including Estate Bonds and Insured Annuities
  • Individual and Corporate Tax Shelters using Insurance
  • Guaranteed Permanent Insurance Solutions
  • Annuities – prescribed, non-registered and registered
  • Income For Life Strategies
  • Using Segregated funds to provide Estate Planning
  • Family Wealth Transfer Plans
  • Living Benefits – Disability, Critical Illness and Long Term Care Insurance
  • Group Benefit Plans

Carla Norris

Financial Planning Specialist 

Carla has been providing comprehensive financial planning services to executives, professionals, entrepreneurs, retirees and families for over 19 years.  As a financial planner, she has worked exclusively for fee-only financial planning firms.  This experience has provided her exposure to diverse planning areas, including retirement planning, tax planning, cash management and estate planning.  Carla particularly enjoys the challenge of capturing the many details to be considered when making difficult financial planning decisions, and then making those decisions easy for clients to understand.

Carla is a Certified Financial Planner (CFP).  She is a member in good standing of the Canadian Institute of Financial Planners and received the prestigious Fellow of FPSC distinction in 2013.

Carla also volunteers within the financial planning community.  She is a member of the Financial Planning Standards Council’s FPE1 Panel of Examiners and the Certification Scheme Committee.  She served for a number of years on the board of the British Columbia Chapter of the Retirement Planning Association of Canada, until its recent merger with the Canadian Institute of Financial Planners (CIFPs).

Contact us

Get contact information for our team members and find out where our offices are.