David Ellis

David Ellis, FCSI, CFP

Vice President & Investment Advisor

250-549-4052 | Email me

Eric Wikjord, BBA, PFP, FCSI

Investment Advisor & Financial Planner

250-549-4088 | Email me

Our extended team of specialists

Our extended team of specialists includes certified, experienced lawyers, life insurance specialists, financial planners with CA backgrounds, and business succession and offshore planning experts.  This dynamic team will help execute and quarterback all facets of your financial and estate planning, and is available to our clients who meet or exceed established thresholds.


Financial Planning Specialist


Vice-President, High Net Worth Planning Services


Estate Planning Specialist