About

Rachelle loves getting to know Clients, the life they’ve built, what matters most to them and where they want to go next. She takes a comprehensive approach to financial planning, looking at the whole picture and bringing the different pieces together into a plan that’s personal to each Client.

She especially enjoys the deeper side of planning, including more complex investment needs and working with business owners. For Rachelle, it’s about having meaningful conversations and finding opportunities to help Clients build their wealth, protect what matters and plan confidently for the future. She is proud to hold the CERTIFIED FINANCIAL PLANNER®, Certified Health Insurance Specialist™ and Chartered Life Underwriter designations.

Rachelle loves living and working in the Kootenays. When she’s not at work, you’ll often find her enjoying Kootenay Lake, reading, golfing, mountain biking, spending time with her husband or out with her much-loved dogs.

With more than 25 years with Sun Life and over 30 years of business experience, Dave brings a depth of knowledge that comes from decades of conversations, relationships and helping people make important financial decisions.

Dave’s focus is wealth planning, with particular experience in tax-efficient retirement income strategies. He enjoys getting to know Clients, understanding what they’ve worked hard to build and helping them put a roadmap in place for what comes next. As Dave starts thinking about his own transition into retirement over the next few years, he brings a personal perspective to many of those conversations too.

Dave has spent most of his life in the East Kootenays and has deep roots here. Outside the office, he enjoys travelling with his wife, volunteering, smoking meat and, most of all, spending time with his grandchildren.

With a decade of experience in financial services, Amanda brings a knowledgeable, practical and down-to-earth approach to comprehensive financial guidance. She enjoys getting to know the people she works with, understanding what matters to them and bringing the different pieces of their financial lives together into a roadmap that makes sense for them.

Raised with strong roots in farming and agriculture, Amanda has a natural connection to the agricultural community and understands the hard work that goes into building something for the future. That background still shapes the way she works today, with practical conversations, strong relationships and a genuine interest in each Client’s life and goals.

Outside the office, Amanda’s kids are at the centre of her world. She coaches ball locally and loves getting outside with her family to enjoy Cranbrook and the surrounding East Kootenays.

Kristine brings nearly 20 years of experience in roles focused on caring for and supporting people. As an advisor assistant with Sun Life, she helps Clients have comfortable, straightforward conversations about life and health insurance and understand the options available to protect the people and things that matter most.

With a background in the health industry, caring for others has always been an important part of Kristine’s work. She enjoys getting to know people, putting the pieces together and making something that can feel complicated a little easier to navigate.

Outside of work, Kristine values family, creativity, community and meaningful connections with the people around her. She loves being surrounded by the people, mountains and outdoor lifestyle of the East Kootenays.

With over a decade of experience in operations management, Brontë helps keep all the moving parts of Silver Path working together. She supports the team, manages the systems and processes behind the business, works on marketing and business planning, and steps in with Clients or other areas of the business when needed.

Naturally organized and curious, Brontë loves taking an idea from start to finish, solving problems and finding better ways for people to work together. At the heart of her role is taking care of the team and making sure they have what they need to take great care of Clients.

Outside the office, Brontë enjoys reading, embroidering and almost always has a creative project on the go. She also loves exploring the mountains and searching for waterfalls all over the Kootenays with her husband.

As our Client Service Administrator, Keyana is often the first friendly face you see when you walk through our doors and the friendly voice on the other end of the phone. She’s naturally easy with people and takes pride in making everyone feel comfortable and welcome from the moment they connect with our team.

Keyana also supports Clients and families through life and health insurance claims. She brings patience and compassion to the process and helps keep things moving during what can be a difficult or unfamiliar time. Whether you have a question, need some help or aren’t quite sure who you need to talk to, Keyana is always happy to point you in the right direction.

Outside of work, Keyana enjoys reading, being creative and getting outside to explore the mountains and beautiful places around Cranbrook and the East Kootenays.

As our wealth administrative assistant, Fairry takes care of many of the details that happen behind the scenes with Clients’ investment accounts. Working at the direction of our advisors, she processes investment paperwork, helps complete account and portfolio changes, and makes sure everything is organized and completed accurately.

Fairry enjoys bringing order to all those moving parts and making sure things are set up properly and move smoothly from one step to the next. Much of her work happens behind the scenes, but it’s an important part of supporting our advisors and the financial roadmaps they build Clients.

Fairry has called the East Kootenays home for more than 30 years, after her family moved from Taipei to Cranbrook in the mid-1990s. Outside of work, she loves backpacking in the mountains, snowboarding in the winter, cooking, listening to Taylor Swift and assembling LEGO sets with her husband.