About
Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.
Our aim is to build a relationship based on trust where we understand your specific needs and goals. We work together as a team to provide you with the best advice to help you achieve financial security.
The diversity of knowledge available at FCM Financial Services Inc. is our greatest strength. Together, we can provide quality advice and help you create a roadmap that will help you work towards a successful financial future.
FCM Financial Services Inc.
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Phone: (250) 847-0250
Email: fcm@sunlife.com
Address: 3876 Broadway Ave PO Box 3249,, Smithers, BC, V0J 2N0 Canada
Trever Morris
Making a difference in people's lives is the thing I like best about being a Sun Life Financial advisor. I enjoy getting to know people so I can help them buy their first home or retire comfortably.
I hold my CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as a Bachelors of Commerce degree with a major in Finance.
I look forward to the opportunity to meet you and discuss building your plan to help you achieve lifetime financial security.
Job Title: Advisor, Sun Life, B.Comm., CEA, CFP®, CLU®
Email: trever.morris@sunlife.com
Lucas Hayhurst
My biggest goal is to get to know and develop long-term relationships with every client that I meet. I will always work hard to find the most beneficial financial solutions for you, your family or your business. We have a knowledgeable and hardworking team here at FCM Financial. We strive to solve problems while creating and protecting wealth for clients. I can help you with Life, Critical Illness and Disability insurance as well as starting accounts such as RRSP's, RESP's or TFSA's. I give advice to help you see long-term returns on your investments.
Nathan Steenhof
Nathan is passionate about building real relationships and making a meaningful difference in the lives of Clients. He takes the time to learn about each Client’s individual goals and values, and this allows him to offer guidance that helps bring clarity, direction and greater peace of mind for the future.
When he’s not in the office, Nathan enjoys staying active through sports. His summers are often spent golfing and fishing, while winter is filled with hockey. He is an an active member of the Smithers Basketball community as well as a founding member of the Bulkley Valley Basketball society.
Jay MacLeod
Jay joined the FCM Financial Services team in 2006 (Morris Truscott Financial at that time) as an administrative assistant. Within a few years she became licensed and moved to the licensed administrative assistant role, focusing on wealth administration.
Now in the service associate role, Jay continues to manage financial transactions and behind-the-scenes operations. Outside of the office, Jay enjoys hiking, camping, boardgames, and singing with her acapella octet.
Job Title: Service Associate, Sun Life
Email: jay.macleod@sunlife.com
Georgia Anderson
Georgia is an administrative assistant with Sun Life in Smithers, BC. She began her career with the company as a receptionist and, through her dedication, strong work ethic, and commitment to Client service, has expanded her role into her current position. She enjoys building meaningful relationships with Clients and supporting the team in delivering exceptional service.
As she continues to grow professionally, Georgia is working toward a future role as an advisor, where she will help individuals and families navigate important financial decisions and work toward their long-term goals with confidence.
Outside of work, Georgia enjoys spending time with friends and family, staying active through fitness, and making the most of everything the Smithers area has to offer. She also enjoys spending time with her golden retriever, Riley, who is often by her side on outdoor adventures. Georgia is passionate about building a career centered on helping others and looks forward to continuing to grow both personally and professionally within the financial services industry.
Job Title: Advisor Assistant, Sun Life
Email: georgia.anderson@sunlife.com
Randi Hick
Randi is the welcoming face of Sun Life in Smithers and is passionate about creating positive experiences for every Client who connects with our office. With several years of customer service experience, she enjoys building meaningful relationships and helping Clients feel comfortable, supported, and valued from their very first interaction.
Randi enjoys being part of the team and is excited to see where this opportunity with Sun Life will take her. Her friendly personality, strong communication skills, and dedication to Client service make her a valuable resource for both Clients and colleagues.
Outside of the office, Randi enjoys spending time with her dogs, staying active through exercise and volleyball, and taking advantage of everything the outdoors has to offer. She enjoys spending quality time with family and friends and being part of the Smithers community.
Job Title: Advisor Assistant, Sun Life
Kaitlyn Tattersall
Kaitlyn, who also goes by Kait, brings nearly two decades of experience in customer service and administration. She began her career in reception at 18 and has since worked in a variety of roles.
As she continues to grow professionally, Kaitlyn is working toward a career as an Advisor, where she hopes to help individuals and families protect what matters most while working toward their financial goals and long-term well-being. She is passionate about building trusted relationships and helping people feel confident about their financial future.
Outside of work, Kaitlyn is passionate about fitness, health, family and finding balance in everyday life. She enjoys staying active, whether it’s yoga, working toward her 10,000 steps, spending time outdoors and walking with her dogs, and making memories with her son. She loves spending time with family and friends and making the most of everything the outdoors and the Smithers area have to offer.
Kaitlyn looks forward to continuing to grow both personally and professionally while building a career centered around helping others and supporting their financial well-being.
Job Title: Advisor Assistant, Sun Life
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