About

As an advisor and a founder of Latitude Financial Services Inc., I'm passionate about helping Clients build and protect their wealth so that they can enjoy life and take care of their loved ones. I have more than two decades of experience in the financial sector. I focus on wealth-building strategies, employee benefits and retirement planning for individuals and businesses. As a CERTIFIED FINANCIAL PLANNER® (CFP®), I'm dedicated to ensuring Clients receive holistic, forward-thinking solutions. I'm also passionate about continuous learning and attend several conferences each year. I'm also an active member of the Conference for Advanced Life Underwriting. As a Responsible Investment Specialist (RIS), I offer Clients options to have their money grow and build a better world.

Outside of the office, My wife Sonya and I are the proud parents of our son, Bradley and daughter, Brooke. I'm also an avid mountain bike racer and love traveling to compete around the world. 

Go team!!

As a founding member of Latitude Financial Services Inc, I am deeply committed to guiding Clients in realizing their life goals through meticulous planning. My approach to wealth management embraces a holistic perspective, harmonizing accumulation, and protection strategies to help safeguard Clients’ financial futures.

I am also a proud member of The Million Dollar Round Table (MDRT) for 12 consecutive years highlighting my dedication to upholding the pinnacle of professionalism in financial services. I have ranked in the top 1% of financial service professionals worldwide as recognized by the MDRT – an independent international association of financial services professionals focused on setting the standard of excellence for professional financial advice.

Residing in Vernon with my wife Vanessa, I actively contribute to the community as the Past President of the Kalamalka Rotary Club and as a board member of the cherished seniors living facility, the Vernon Restholm.

Alongside Vanessa, I find immense joy in our shared passion for long-distance trekking in the United Kingdom and cherishing many moments with our three beloved grandsons, two daughters, Samantha and Darby and their spouses at Sugar Lake.

Awards and memberships are based on insurance business only.

After graduating from UBC Okanagan with a degree in economics, my goal was to give people a financial planning experience based on sound advice, coaching, comfort and trust.

Serving as an advisor since 2008, I specialize in assisting

Clients with personal and corporate wealth building strategies, insurance protection strategies and retirement planning. I work tirelessly to provide Clients with the knowledge, guidance and motivation to help them fulfill their plans. I give Clients peace of mind, because they know their family and their future are taken care of. 

My hard work and commitment to providing complex financial

planning to Clients motivated me to complete my CERTIFIED FINANCIAL PLANNER® (CFP®) designation. 

I'm also a certified Responsible Investment Specialist (RIS),

and love being able to offer Clients socially responsible ways to invest their money.

Outside of work, I volunteer with Junior Achievement BC, a non-profit organization that teaches financial literacy to local youth. My husband, Scott, and I have two children and grew up in Kelowna, BC. We enjoy the outdoors camping, paddle boarding and snowboarding with our family.  

A devoted resident of the Okanagan valley since 2009, I originally moved from Saskatchewan and have immersed myself in the Okanagan lifestyle. In 2019 I led a shoreline cleanup initiative for both Okanagan and Kalamalka lake, uniting volunteers across the valley. I am passionate about being outdoors when away from the office and can be found on the ski hills in the winter or waterskiing in the summers with friends and family.

As a CERTIFIED FINANCIAL PLANNER® (CFP®), I specialize in retirement income planning providing tailored solutions to meet each Client’s individual needs. Collaborating with business professionals, I bring expertise to craft strategic business solutions and estate plans. My primary goal is simplifying financial complexes for Clients through thoughtful financial planning. My passion extends to guiding young families in establishing good financial habits emphasizing informed decision making. I am committed to my own education and have continued to earn many industry designations.

I have been providing investment and financial advice to help Clients achieve their financial dreams for over 30 years. Raised in Kelowna, I've worked hard over the years to build my business based on trusted referrals and the strong relationships I've formed within the communities that I've been active in.

I focus on providing Client “needs based” investment and retirement income planning as a complement to my insurance

business. I remain a long-time member of the Life Underwriters Association of Canada (LUAC) and am committed to providing the best possible service to Clients, by staying informed about the financial industry landscape, adapting to technology changes, and providing strategic tax efficient solutions. 

My wife, Laverne, and I have three children and live in Lake Country. We enjoy travelling, golfing, skiing, kayaking and her band’s live music.

With over 20 years of experience in the financial industry, I have the expertise to help you reach your goals. I enjoy working with an excellent team that makes an impact and helps people reach their financial dreams. My goal as an Associate Advisor is to educate clients on their options. I want clients to make informed decisions that will benefit their future and protect them from the unexpected.

Being involved in my community is important to me and throughout the years, I’ve volunteered with numerous organizations. My wife and I have three adult children and four grandchildren, and we enjoy being with the family and having them at our summer cabin. Early-morning waterskiing and drives with my wife in our 1968 Datsun Roadster keep us active and out in the fresh air.

Before starting my path in finance, I went to school for biological sciences. I completed my program only to realize my career passions lied elsewhere. I decided to pursue finance because financial literacy and financial freedom have always been key pillars in my life. My goal is to help others secure and maintain their financial futures while also taking the stress out of the process.

I recently received my Responsible Investment Specialist designation. I enjoy teaching Clients about how their money can create a positive impact for the planet.

In the summer of 2020, I moved to Kelowna with my fiancée after

spending 24 years in Vancouver. We decided on Kelowna since it’s closer to what we love doing and it has provided us both with amazing opportunities! When I’m not working, I am an avid outdoorsman, whether its hiking, skiing, fishing, or photography, chances are I’ll be on the trails.

My husband, daughter and I feel privileged to call Kelowna home since 1995.

I graduated from the University of Alberta School of Nursing and

practiced as a Registered Nurse for years. I worked in many specialized areas and saw first-hand the importance of having a financial strategy. In 2011 I decided to make a career change to help Clients with their financial health. That’s when I started working with Sun Life.

I am compassionate when providing Clients with their unique financial roadmap to protect them and their loved ones. I take the time to assess a Client’s unique situation and identify any gaps for their personal or business needs. From there, I help them make educated decisions and formulate a detailed plan to try to help them get to the retirement they want.

This compassion led me to enhance my knowledge beyond my life and mutual fund license. I completed my CERTIFIED FINANCIAL PLANNER® (CFP®) designation to offer Clients a comprehensive financial plan. 

When I am not in the office, I enjoy walking my dogs, golfing, traveling, and spending time with family and friends while enjoying the beauty of the Okanagan.

As the Chief Operating Office of Latitude Financial Services Inc., I have a passion for building the right team to help successfully run our business. Culture is key for our team! Kelowna born and raised, I love where we live and with lots of family and loved ones here, have no plans to live anywhere else.

Working at Latitude since its inception in 2013, I consider it my second family. With over 20 plus years in customer service, I understand the importance of having the right team and processes in place to drive results and success for our partners and Clients. Clear procedures, a unique culture, hard work and a fun environment are, what I believe to be, the keys to loving where we work. Humble, hardworking and smart with people are important to me and our teams success.

Outside of the office, I love spending time with my two kids, Mackenzie and Zack as well as my partner Jason and his family. I enjoy everything that the Okanagan has to offer, including golfing, hiking and biking.

I started with Latitude in 2014 at our front-end. I have since successfully contributed to each administrative role within the company. I currently assist with the day-to-day operations, mentoring and training new team members and I am the compliance liaison. I commit to ensuring we stay up to date with regulatory standards. I take pride in safeguarding the highest quality of workmanship for Latitude. I enjoy spending my free time with family and friends, gardening and taking advantage of the beautiful Okanagan.  

I joined the Latitude team in 2019. I started working as an Advisor Assistant in the insurance department in 2020. My skill set warrants professionalism, Client service and expedited results. Caring for Clients, while delivering great customer service is at the forefront of what I do. Outside of the office, I enjoy playing soccer and being part of a team, which is also why I love working at Latitude. 

I’ve been a part of the Latitude team since 2017. My responsibilities are to ensure excellent customer care and knowledge on financial services. Outside of work, I enjoy off-roading, camping and love to explore the Okanagan. Latitude brings healthy living to the forefront and the office atmosphere reflects that. 

I recently moved to Kelowna in 2019 from Calgary. Initially I chose to move here because of the weather and the amazing hiking trails. I ended up finding the people and culture to be even better. I joined Latitude Financial in 2019 as an Assistant in the wealth department. I give administrative assistance to Clients and advisors. I help ensure that Clients have a terrific overall customer service experience. 

As the first person you see when you walk into Latitude, I take pride in offering an excellent Client experience. I strive to have every appointment run smoothly and efficiently. I have enjoyed every minute of the Latitude lifestyle since starting in January of 2020. Having the chance to build relationships with Clients and my team has been great. I spend my free time looking for the next adventure that the Okanagan has to offer. 

I joined the Latitude team in 2018. I am responsible for providing administrative and front-end services. I run our recall department and love connecting with Clients on daily basis. I am passionate about building strong relationships with Clients and advisors to help ensure an extraordinary Client experience. I commit to learning and improving ways to efficiently communicate within the company. When I am not working, I love to spend time with my family, paint and stay active.