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
Colin Duncanson Assistant Vice President & 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 250.268.4594
Matt Beckett Assistant Vice President & Private Wealth Advisor 250.703.4165
Natalie Walker Associate Private Wealth Advisor 250.703.4193
Paul Roberts Private Wealth Advisor – Digital 250.703.4178
Karen Maika Private Wealth Advisor 250.731.3510
Tom Schoenewolf Private Wealth Advisor 250.248.1657
Hayley Burvill Financial Consultant 250.668.8279
Arwen Martyn Financial Consultant 250.668.9207
Michael Li Financial Consultant 250.668.5723
Tanya McIntosh Financial Consultant 250.228.1546
Nikki Mahy Financial Consultant 250.218.3679
Jordan Elwood Financial Consultant 250.204.6604
Darren Arnett Financial Consultant 250.230.1581
Paul Chia Financial Advisor 250.208.1884
Mark Silk Personal Insurance Consultant 250.729.1500
Doug Hooge Personal Insurance Consultant 250.228.5137
Tamara Carter Personal Insurance Consultant 250.668.4128
Don Tamelin Vice President & General Manager 250.741.3209
Melissa Lavoie Regional Manager 250.618.6591
Aislinn Bissenden Manager 250.668.5364
Carly Gibson Assistant Manager 250.616.9134
Verlaine Hignell Client Relations Assistant 250.703.4192
Dana Smith Client Relations Assistant 250.741.3198
Tanya de Leeuw Client Relations Assistant 250.951.2408
Kate Parkinson Client Relations Assistant 250.390.8914