About

Christian is a seasoned advisor with over two decades of experience at Sun Life. Based in Kamloops, British Columbia for more than 25 years, Christian brings a wealth of knowledge and experience to Clients' financial planning needs.

A graduate of the University of Victoria, Christian combines his academic background with practical experience to offer comprehensive investment and insurance advice. His ability to explain complex financial concepts in an easy-to-understand manner has made him a trusted advisor to Clients from all walks of life.

Christian has called Canada home for 50 years. Outside of his professional life, Christian is an avid soccer enthusiast. His passion for the sport has led him from player to coach, and now to referee, demonstrating his commitment to fair play and leadership both on and off the field.

Christian's dedication to Clients' financial well-being, coupled with his diverse life experiences, makes him an invaluable partner in navigating the complexities of personal finance and insurance planning.

Jessie is a dedicated financial professional who has been serving Clients since 2014. With a passion for exceptional Client service and a holistic approach to financial strategies, she has continuously expanded her experience in the industry.

In 2019, Jessie relocated to Kamloops and joined Thompson Valley Financial Solutions, where she further enhanced her qualifications by obtaining her mutual fund registration and life insurance license. This expansion of her skill set allows her to offer a comprehensive range of products and services to meet diverse Client needs.

Jessie's philosophy centers on building strong, personalized relationships with Clients. She believes in taking the time to thoroughly understand each Client's unique situation, aspirations, and concerns. This Client-focused approach enables her to tailor financial solutions that best suit her Clients' families, businesses, and long-term goals.

With her commitment to ongoing education and Client-centric service, Jessie strives to be a trusted advisor who can guide Clients through the complexities of finance and help them achieve their financial objectives.

Ben is a seasoned advisor with over a decade of experience in the industry. His extensive background equips him with comprehensive knowledge to guide Clients through various aspects of their financial lives. Ben focuses on providing advice on investments, insurance, and long-term financial strategies.

With a holistic approach to financial strategies, Ben is adept at addressing the unique needs of diverse Client groups. He offers tailored solutions that help young families looking to build a secure financial foundation, professionals preparing for retirement, current retirees aiming to preserve and grow their wealth, and individuals planning their estates.

Ben's experience extends beyond personal finance to encompass broader economic trends and market insights. This allows him to offer Clients a well-rounded perspective on how global financial developments may impact their individual financial goals.

Committed to fostering long-term financial success, Ben works closely with Clients to develop strategies that align with their specific objectives and life stages. His dedication to personalized service and in-depth financial knowledge makes him a trusted advisor for those seeking to navigate the complexities of modern finance and achieve lasting financial well-being.