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

Lori Stene, BA

Associate 

 

She is the cheerful voice who answers many of your administrative questions and is a wealth of knowledge as she has been in the financial industry for over 25 years; most of which as a Branch Administrator. 

 

Lori is a graduate of the University of Calgary with a Bachelor of Arts in Sociology, with a concentration in Criminology and Economics.  Her unique academic blend of criminology and economics has made her the ideal person for finding nuances on forms, statements or processes within RBC’s many systems. Based in the Vernon for the past 10 years she well known amongst our staff for her wizardry of “how-to-do” … well almost everything. 

 

Lori and her husband, Carl, moved to Vernon about a decade ago and have been enjoying life in the Okanagan; in the garden with their dogs or on the open road riding their motorbikes … Harley Davidson’s to be specific.

Diane Townend

Administrative Assistant

Diane is the person you will be speaking with regarding booking reviews, your tax information or other documentation, and she can help connect you with one of the members of our extended team as necessary. She is the first point of contact to ask about setting up new accounts, and will support you in all your online queries. With her outstanding organizational skills, Diane is the person that prepares us for all for a great day.

After some time away from the investment industry, Diane has now been with Dominion Securities since 2015. With a diploma in Journalism from the Southern Alberta Institute of Technology (SAIT), you will find her to be an excellent communicator who can make the complex simple to understand.

After growing up in Vernon, moving around much of BC and some of Alberta, Diane now makes her home in Armstrong. In her spare time, she enjoys reading, hiking and gardening. In the winter, she hibernates.

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.

advisor

Financial Planning Specialist



advisor

Vice-President, High Net Worth Planning Services


advisor

Estate Planning Specialist