Jamie Gauthier, CIWM, CFP

Wealth Advisor

250-752-8137 | Email me
250-618-1938

A Certified International Wealth Manager and Certified Financial Planner, Jamie strives to create a trusted partnership by providing clarity, insight and guidance for his clients through all of their life's stages.

 

With over ten years of expectance as a Wealth Advisor, Jamie provides a range of investment, financial planning and wealth protection services to individuals, families and health care professionals throughout the Island. 

 

Jamie's educational background includes a Bachelor of Science in Engineering from the University of Manitoba in 1991. He made the Financial Planners Standards Counsel President's list in 2006, receiving one of the top three scores (out of nearly 1,000 candidates) on the Certified Financial Planners examination.

 

Jamie coaches his son’s soccer team and enjoys spending weekend with his wife Terri and children Carmanah and Mitchell camping and exploring the Gulf Islands on their boat. Jamie is an active sports enthusiast, and enjoys cycling, hiking and playing squash.

Janine Beaudoin, CFP, FMA, FCSI

Wealth Advisor

250-729-3247 | Email me

Janine began her career in the financial services industry in 1985 as a part-time bank teller. She soon moved on to other areas within the banking system and found her passion when she embraced wealth management. Janine has completed the Professional Financial Planning Course, passed the Wealth Management Essentials course with honours and obtained her Certified Financial Planner designation. She is also a Fellow of the Canadian Securities Institute, which is the pinnacle credential and highest honour in Canadian financial services.
 
Today, Janine is a wealth manager who assists individuals, families and business owners in the Nanaimo, Duncan, Ucluelet and Tofino areas with the creation and preservation of wealth. Janine's wealth management practice encompasses investment portfolio management, financial planning, retirement and estate planning and business succession strategies.
 
Janine is happily married to her husband Claude, and together they have raised five children. Outside of work they enjoy travelling the world, RVing with their two dogs and spending time at their condo in Ucluelet.
 
Janine loves music of all kinds and is an accomplished musician having started playing the clarinet in elementary school. She is a past member of the Nanaimo Concert Band, Canada's oldest continuing community band.
 
Janine is currently accepting new clients who seek a personal and customized approach to their family's wealth management needs. She specializes in helping divorcees and widows, retirees and business owners understand, develop and implement a comprehensive wealth plan as a roadmap to their future.
 
If you are interested in meeting with Janine, please contact her at (250) 729-3247 or Toll Free at 1-800-661-4484 for a complimentary, no obligation meeting or second opinion.

Alena Rankin, BBA

Associate

250-729-3240 | Email me