Contact Us

How to Connect With Our Team

Whether in person or over the telephone, we make it easy for you to connect with a live person every time you need us.

Our Client Service Centre, located in Nanaimo, is open Monday through Friday from 8:30am to 5:00pm PST.

Whether you need to change your address, book an appointment or get in touch with your advisor, we are here to help.

Primary Mailing Address

220-59 Wharf Street
Nanaimo, British Columbia
V9R 2X3, Canada
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250.703.4210 ·
1.800.806.2332 (Toll-Free) · 250.703.4219

Greater Nanaimo Area

59 Wharf Street
Nanaimo, British Columbia
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2350 Labieux Road
Nanaimo, British Columbia
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6365 Hammond Bay Road
Suite 8
Nanaimo, British Columbia
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Campbell River

2253 South Island Highway
Suite 3
Campbell River, British Columbia
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Comox Valley

291 4th Street
Courtenay, British Columbia
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1045 Ryan Road
Courtenay, British Columbia
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West Coast

3009 4th Avenue
Port Alberni, British Columbia
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140 Alberni Highway
Parksville, British Columbia
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Name Position Phone
Don Tamelin Vice President of Private Wealth Group 250.741.3209
Mark Silk Manager of Wealth Advisory & Insurance 250.729.1500
Melissa Lavoie Regional Manager of Private Wealth Group 250.618.6591
Colin Duncanson Private Wealth Advisor 250.741.3177
Tom Derkach Private Wealth Advisor 250.729.2558
Ian Morris Private Wealth Advisor 250.390.8941
Shawn Heidema Private Wealth Advisor 250.954.2013
Tom Schoenewolf Private Wealth Advisor 250.248.1657
Matt Beckett Private Wealth Advisor 250.703.4165
Paul Roberts Private Wealth Advisor 250.703.4178
Karen Maika Private Wealth Advisor 250.731.3510
Lindsey Eastman Assistant Manager 250.703.4129
Verlaine Kroeker Client Relations Assistant 250.703.4192
Carly Gibson Client Relations Assistant 250.390.8914
Dana Smith Client Relations Assistant 250.741.3198
Tanya de Leeuw Client Relations Assistant 250.390.8914 / 250.729.2550
Doug Hooge Personal Insurance Consultant 250.618.0283
Marc Lapierre Personal Insurance Consultant 250.927.1959