Jason Easton, MBA, CFP, CIM, FMA, FCSI

Vice-President, Associate Portfolio Manager & Wealth Advisor

250-356-4914 | Email me

Sarah Pettinger

Associate

250-356-4891 | Email me

Zoe Holms

Administrative Assistant

250-356-4993 | Email me

Our Extended Team

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Grace Lai, BA, LL.B

Will & Estate Consultant


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Tim Greengoe, MBA, CFP

Estate Planning Specialist


Stephanie Dean, Financial Planning Consultant