Experience

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  VantageOne Credit Union

  • Canada
  • Financial Services
  • 1 - 100 Employee

  • Vice President of Wealth Management

    • Jan 2019 - Present

  • Vice President, Sales & Service Operations

    • Feb 2017 - Present

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  VantageOne Financial Corp.

  • Central Okanagan, British Columbia, Canada

  • Vice President

    • Dec 2015 - Present
    • Central Okanagan, British Columbia, Canada

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  RCU Insurance Services Ltd.

  • Revelstoke, British Columbia

  • Manager, Wealth Management Services

    • Feb 2014 - Nov 2015
    • Revelstoke, British Columbia

    The Wealth Management Services team at the Revelstoke Credit Union, is a caring group of financial professionals focused on giving you the best service possible. We support you through all life's financial decisions making sure you understand the options and assisting you in making the best choices to maximize your savings, minimize tax obligations and protect your family and assets. We partner with you to face the future together.

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  Benewealth Strategies Inc.

  • 203-1658 Commerce Ave., Kelowna, BC V1X 8A9

  • Partner

    • Sep 2012 - Dec 2013
    • 203-1658 Commerce Ave., Kelowna, BC V1X 8A9

    Benewealth Strategies is a boutique wealth management firm that provides sound financial advice designed to help you keep more of what you have earned. We are passionate about what we do and committed to providing you with clear direction and a solid plan to help you live your dreams.Our team includes six financial planning experts, a certified general accountant and a property and liability insurance specialist. We want to surround you with expert support in all financial areas.

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  Strongbridge Financial Group Ltd.

  • Kelowna, BC

  • Financial Services Professional * Certified Financial Planner * Life Insurance Advisor *

    • Apr 2011 - Sep 2012
    • Kelowna, BC

    We partner with our clients to face the future together, working through economic cycles, market fluctuations and personal events to maximize opportunities and protect your assets. Our mission is to put you firmly in control of your future and on a clear path to achieving your goals.

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  Freedom 55 Financial

  • Director Business Development

    • Jun 2003 - Apr 2011

    Growing and supporting a team of financial security advisors with strategic coaching including business plan & sales strategy development.

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  Kelowna Women in Business

  • Board of Directors,

    • Nov 2006 - Jun 2010

    Kelowna Women in Business provides networking; inspiration and education to support women growing successful businesses.

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  The Mutual Group

  • Vancouver, Canada Area

  • Certified Financial Planner

    • Jun 1998 - May 2003
    • Vancouver, Canada Area

    An energetic business builder providing timely, ethical and professional financial guidance for my clients.

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  Simply Grand Clothing Company

  • President

    • Jun 1988 - May 1998

    Owned and managed two retail women's clothing stores specializing in high end large size fashions. Independently consulted for select retailers helping them improve profit margins, inventory turns and buying practices.

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  HSBC

  • Various Management Positions

    • 1978 - 1988

    Various management positions in several branches and head office departments in British Columbia focusing on client acquisition, staff recruiting, development and succession planning along with accounting for branch records and procedures.