December 5, 2020
David has served in the financial services industry since 1997. That period has seen him in a wide range of professional roles. He has worked as college level financial educator; equipping students and industry professionals achieve financial designations and...
December 4, 2020
Paul takes the complexity out of planning for the future by educating his clients and helping them to realize their goals through establishing and sticking to a financial plan. Paul enjoys reassuring and patiently guiding clients through their life stages. He has been...
December 3, 2020
After a close family member passed away in 2012, Brett set his sights on a career in the financial industry. Brett was motivated to share his experience about the financial hardship losing a loved one can cause and dedicated himself to helping other families protect...
November 30, 2020
Michael is a man with a mission: to make financial planning as easy and stress free as possible for his clients. For many people, talking about their finances can feel overwhelming. Changing that perception of financial planning was the reason Michael got into the...
November 29, 2020
Tanya is a Financial Consultant at our Parksville and Nanoose Community Branches. She is passionate about helping members and clients reach their financial goals. Her friendly and empathetic approach helps people feel comfortable and confident with the advice she...
