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.
Silver Path Financial Solutions 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.
Languages spoken: English, French
Phone: (250) 426-6200
Email: silver.path.financial@sunlife.com
Address: 305 Kootenay Street North,, Cranbrook, BC, V1C 3T6 Canada
David Lester
With over 30 years of business experience, including over 20 years at Sun Life, I have the experience to help Clients reach their goals. I’m proud to hold the Financial Management Advisor designation. I have learned from thousands of conversations with hard working people. My focus is in tax-efficient retirement income planning and health insurance. I work with Clients who are transitioning into or enjoying the journey through retirement.
When I am not at work I enjoy travelling with my wife and experiencing the culture wherever we go. My biggest passion of all though, is being a grandpa and spending time with my family!
Get in touch with our team to begin your financial journey. We'll work together to help you reach your goals. Let's talk today.
Job Title: Advisor, Sun Life, FMA
Phone: (250) 426-6200
Email: david.lester@sunlife.com
Address: Cranbrook, BC
Rachelle Langlois
As an advisor since 2014 I am passionate about inspiring Clients to achieve financial security. I love having conversations around financial planning strategies that will help Clients realize their goals. I thoroughly enjoy working with individuals, families and business owners who have laid a solid financial foundation. If you’re looking for in-depth advice on maximizing wealth today and for the future, I can help.
I’m an avid reader and love self development. I’m proudly hold CERTIFIED FINANCIAL PLANNER®, Certified Health Insurance Specialist™ and Chartered Life Underwriter designations.
Job Title: Financial Planner, Sun Life, CFP®, CHS™, CLU®
Languages spoken: English, French
Phone: (778) 481-5258
Email: rachelle.langlois@sunlife.com
Address: Kimberley & Cranbrook, BC
Amanda Fanning
As an Associate Advisor, I’m passionate about helping young families find the right coverage and saving for their future. I have over eight years of insurance industry experience. I am dedicated and eager to continue my growth and development in my career as an advisor.
As a wife and mother, when I am not working, I am likely spending my time with my husband and children. As a family we enjoy the outdoors and love to go camping! Some of my passions are cooking and gardening. I also enjoy sponsoring and volunteering with extracurricular activities. Supporting community is important to me.
Job Title: Associate Advisor, Sun Life
Languages spoken: English
Phone: (250) 426-6200
Email: Amanda.Fanning@sunlife.com
Address: Cranbrook, BC
Brontë Dickson
As the Operations Manager for both our Kimberley and Cranbrook locations. My passion lies in building and implementing efficient, sustainable systems, processes, and plans that enable our team to thrive and our business to grow. I take pride in staying busy and find deep satisfaction in seeing projects through from start to finish. I’m grateful to work with a group of kind and hard-working individuals that appreciate my enthusiasm and support my love of learning.
Outside of work, you’ll often find me reading, embroidering, or out exploring the beautiful Kootenay region with my husband.
Job Title: Advisor Assistant, Sun Life | Operations Manager for Silver Path Financial Solutions Inc.
Languages spoken: English
Email: bronte.dickson@sunlife.com
Address: Kimberley & Cranbrook, BC
Kristine Parsons
I have been a part of the Silver Path Financial Solutions team since 2022. I am an Associate Advisor with Sun Life, life insurance licensed, and am the client insurance administrator for Silver Path Financial Solutions Inc .
For almost 20 years, I have worked in roles that focus on customer care. I value relationship and desire to support people in their pursuits of health and wellbeing. Insurance work is a unique addition to my years of service in the health industry and I am happy to help support you in protecting your most valuable assets.
I love pursuing purpose in everything I do and taking advantage of the luxurious outdoor lifestyle the Kootenays afford.
Job Title: Associate Advisor, Sun Life
Languages spoken: English
Phone: (250) 426-6200
Email: kristine.parsons@sunlife.com
Address: Cranbrook, BC
Keyana Walker
I’m the Client Service and Advisor Assistant primarily in our Cranbrook location. My role is to keep things running smooth and always lending a helping hand. I’m the person who answers your calls and helps make your experience with us enjoyable and seamless. I joined Silver Path Financial Solutions Inc. in 2018 and have truly enjoyed working with my team.
When I’m not working, I’m usually outside adventuring in the mountains, reading or being creative with one of my many artistic passions.
Job Title: Advisor Assistant, Sun Life
Languages spoken: English
Email: keyana.walker@sunlife.com
Address: Cranbrook, BC
Tzu Chin Lorincz
My name is Tzu Chin but I go by Fairry. I'm the Wealth Administrative Assistant, helping ensure our clients have a streamlined and enjoyable experience, and making sure all our accounts run smoothly.
My family moved from Taipei directly to Cranbrook in the mid-90s, calling the East Kootenay home for more than 30 years! I love living in the mountains, exploring this beautiful area by backpacking in the summer and snowboarding in the winter. When I'm not working or enjoying the outdoors, I love cooking, listening to Taylor Swift, and assembling LEGO sets with my husband.
Job Title: Advisor Assistant, Sun Life | Wealth Administrative Assistant for Silver Path Financial Solutions Inc.
Languages spoken: English
Email: tzu.chin.lorinzc@sunlife.com
Address: Cranbrook, BC
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