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

Senior Vice President & Senior Investment Advisor
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> Over 25 years in the Financial Industry

> Certified Investment Manager (CIM) designation holder

> A Fellow of the Canadian Securities Institute

> Level 2 Accident and Disabilities Insurance License holder

> 15+years of real estate experience prior joining the financial industry

Portfolio Manager, Investment Advisor
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> Over 23 years of experience in the Financial Industry

> Chartered Financial Analyst (CFA) holder; one of the most prestigious designations in finance

> Previously Vice President of Sales for Merrill Lynch Canada in the Structured Solutions Group

> Formerly a founding partner of Open Sky Capital, one of Canada’s most successful independent structured product companies

>  Previous Vice President Sales, B.C. for Talvest Mutual Funds

Senior Investment Associate 
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> Over 20 Years of financial industry experience

> Experienced Sales Assistant and Branch Administrator

> Obtained Canadian Securities License

> Attended Okanagan University College - BSW Program

> Graduated with Honors from Kelowna Secondary School

Senior Investment Associate
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Lise started in the Investment industry in 1992 and brings 30 years of experience to the team.   In addition to being fully securities licensed Lise has completed the Professional Financial Planning Course and carries her Canadian Investment Management Designation.  She is dedicated to her continuing education and developing her skill set in our ever-changing investment industry. As a licenced Senior Investment Associate, her role on the team is to support and maintain the deep respect and commitment of care to our client relationships.  Lise’s thorough and efficient approach to client care is an integral part of our business and plays a key role in client service.   She will be assisting with both the administration of our business and with trading execution.

 

Our in-house tax and estate specialist, Lise prepares capital gains loss reports, estate evaluations and liaises with client’s tax advisors to provide them with pertinent information on a timely basis.

Lise lives in Kelowna and enjoys everything outdoors.  You will find her out discovering new hiking and biking trails and enjoying our beautiful valley.   Between playing slo-pitch and to learning to golf there are rare moments of quiet.

Contact us

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

 

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