About

I grew up in beautiful Squamish, BC., after which I completed an Associate’s Degree at VIU in Nanaimo in 1999.

After years as a successful restauranteur in Penticton, I evolved into my career with Sun Life Financial in 2006. From the beginning, I worked passionately to build and evolve my practice and to expand my skills and education. I want to create relationships that foster trust, honestly, and loyalty between Clients and myself.

I’m happily married to my wife Tessa and have a beautiful daughter Karis. We’re happy to call the Okanagan our forever home. I enjoy being active with my family and friends. During my schooling, I played varsity soccer and Volleyball for the VIU Mariners. I support my local community of Clients and business-owners. I also enjoy organizing events for our team.

Being a part of the Financial Dream Solutions’ team is very rewarding. I look forward to ensuring I use the values of professionalism, integrity and care for the people I work.

As an advisor, I like to say I “found what I’m meant to do with my life.” I’ve worked with hundreds of families and businesses to find the right solutions to meet their specific goals.

I’ve been an advisor for more than 10 years. I specialize in working with corporate Clients. I help them find tax strategies to protect their businesses and build for the future. I understand that integrity and character are the keys to building meaningful relationships with Clients.

Born and raised in northern BC, I started my first business at the age of 12. I attended University in Kamloops and graduated with a Business Degree in 2002. I have a loving wife and three children. We enjoy spending time at the mountains and in lakes of the Okanagan.

My passion is to help you protect what is important and develop a plan to reach your financial dreams.

As a husband, father and grandparent, I know you want to provide for your loved ones and enjoy all that life has to offer. As an advisor, I can help you build a plan for your finances to realize your dreams.

I have over 18 years of experience in the financial services industry. I focus on helping people build and protect their savings and their lifestyle with customized investment and insurance solutions. I commit to providing outstanding Client service with the highest standard of professionalism, integrity and care.

My areas of financial experience include:

• retirement planning strategies,
• investment management,
• life and health insurance solutions,
• tax saving strategies and
• group benefits for businesses.

Whether you're looking for the best financial future for yourself, your family or your business, I can help you achieve prosperity and lifetime financial security.

My greatest joy is spending time with my family and friends. My wife Georgia and I have three children and two grandchildren. We live in the town of Osoyoos in the southern Okanagan valley. We love spending time enjoying all the diversity and year-round outdoor activities of this beautiful region of British Columbia.

I grew up in Ok Falls and now live in the South Okanagan with my husband and family. I enjoy the opportunity to be part of the Financial Dream Solutions team. I work from the Okanagan offices and enjoy helping Clients with their financial service needs. My primary focus is working with Clients to fully understand their goals and dreams. I want to help them in their financial decisions.

I strive to help Clients invest in their future and protect their biggest asset; their income. I accomplish this by listening, recommending realistic strategies and implementing those strategies to align with each Client's goals. I have been an Associate Advisor for five years and I'm proud to be apart of the Financial Dream Solutions team. I find joy in providing peace of mind for Clients when it comes to their financial needs.

I have a husband and two kids. I love reading and campfires and being outdoors with my family.

I have been providing excellent customer service since my very first job. Since joining the team in 2020, I have studied and obtained licenses for Mutual Funds and Life Insurance. I strive to learn how to help Clients achieve their goals and live healthier lives. I am happy to work alongside a group of trusted professionals who truly care about Clients. As you share your story and goals with me, I sincerely believe that you will find my approach to be receptive, empathetic, and composed.

Originally a farm-girl from Saskatchewan, I moved to Penticton in 1995. I enjoy connecting with people and providing support and guidance. I am proud to be considered dependable by my colleagues, family, and friends. I’m happy to have participated in various communities, hobbies, and fun jobs, while raising four daughters.

My husband and I value time with each other, our families, our children and grandchildren. We enjoy making our lives as healthy, vibrant, and memorable as we can! I love living in the Okanagan and participating in its many offerings of outdoor recreation. I am passionate about the sport of curling. I’m an active member of the Penticton Curling Club, of which I am the President of the Board of Directors and active volunteer.

I oversee all operations of Financial Dream Solutions as Operations Manager. I specialize in creating efficient workflows and processes that enhance our ability to better serve you.

While I am newer to the financial industry, I have close to 10 years experience of customer-first industries. In the end, my goal is to create a smooth and easy process between Client and Advisor.

I am from the Kootenay's, but after going to school in the Okanagan I decided to stay. I have been calling the Okanagan my home for 10 years now. I take advantage of all this area has to offer - snowmobiling in the winter, ATVing in the spring/fall and boating in the summer.

I have worked on the team for over 12 years. As an Advisor Assistant, I will answer when you call our Osoyoos office. I have a passion for connecting with people and take pride in assisting with any questions or requests that Clients may have. It makes me happy to see Clients who take steps to protect their loved ones. Between our many team members, there is always someone there to help. We work in harmony together.

Married with two adult children, I've lived in the Okanagan for most of my adult life. I love to travel, camp and enjoy all the beautiful Okanagan valley has to offer. I love spending time with my grandchildren and am never too busy to hang out with my friends. 

I grew up in Moose Jaw in southern Saskatchewan and joined the armed forces shortly after high school. Unfortunately, an ankle injury during training led to me leaving the military behind. So, I managed a medical supplies company in Saskatchewan. In this role, I assisted the elderly and those with disabilities to maintain their quality of life and independence. When working with me, you’ll notice my patience and integrity. It makes me happy to help others feel good.

When Covid happened, I decided it was time to further my education and sought out my Mutual Funds license. I enjoy assisting others and am happiest when I can research and find unique solutions to complex problems.

I have a wife and a young son who has autism. When I’m not working or spending time with my family, you can usually find me behind my computer gaming or doing research. I love anything tech related and love going for rides on my bicycle around lovely Penticton and area.

I currently work as the team's administrator. I have 30 years experience in Business and Administration with 3 years of Post Secondary Business and Computer Courses. I am always looking to expand my education and currently working toward my Licensing in Life Insurance. I believe that the Client is the most important aspect of any business and ensure that I do my best to deliver professional accurate results. 

In my spare time you will find me enjoying my passion for cooking, gardening, art, nature, fishing, camping, wine tasting and appreciation and designing my own home, furniture and camper projects.

I grew up in Calgary, Alberta. In 1992 I decided to move to the Okanagan with my 2 small children, to be near my parents, sister and her family. I knew Osoyoos would be a great town to raise my children. Family and friends mean everything to me.

In my community I love to Volunteer. I work with seniors to keep them in their homes for as long as they are able to be. I also love to watch and cheer on our Osoyoos Coyote Hockey Team.

Currently I have over 35 years experience in the financial industry. I take great pride in providing personal and exceptional client service. I am so happy to be part of the Financial Dream Solutions Team.

Born and raised in the Greater Toronto Area, I moved to BC in 2022 to complete my Bachelor of Arts degree at UBC Okanagan. Although being newer to Kelowna, I am happy to be permanently surrounded by the mountains, Lake Okanagan, and of course the beautiful vineyards.

Outside of work, I am most likely exploring a new trail, reading a book, or spending time with my loved ones.

I am immensely content to be a part of the Financial Dream Solutions team. I recognize the importance of my role in helping our financial advisors with the administrative processes, so that they can make every client’s financial journey the best possible.

I’m the team's first responder to calls and go-to person for all insurance questions. I have over 35 years of experience in financial services administration and support. I work to give the best Client service support. I

My husband and I enjoy time with our grandchildren. We also love exploring the beautiful Okanagan valley camping with our three dogs.