Joanne Vesprini, BA (Econ)

Investment Advisor

250-356-4679 | Email me
250-356-4880 | LinkedIn

With over 25 years of financial management experience within the tier-one banking sector and a background in economics, Joanne's strengths bring value to women and couples within 10 years of retirement or those currently retired. 
 
Joanne believes that managing wealth can be uncomplicated and effective, while still maximizing goals. With an emphasis on risk management and financial and retirement planning, she has been providing guidance to clients with an approach that has been successful throughout her career. By combining a disciplined investment style with a strong commitment to personal service, Joanne delivers trusted advice that is based on and aligned with each client's goals and objectives.
 
Her comprehensive approach extends beyond investing to encompass lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation. Most importantly, Joanne understands that there are several ways to get to your destination. The key is to find the advisor and the path that make you feel comfortable.
 
Joanne's discipline and long-term planning skills have helped her in pursuit of personal achievements, including running marathons and completing the Ride to Conquer Cancer.

Kellie Smith

Associate

250-356-4847 | Email me

Kellie received a Bachelor of Commerce degree at the Perter B. Gustavson School of Business program at the University of Victoria. She has experience in the financial services industry and several other customer service environments and will be able to help you with all of your administrative needs.

Shelly Tall

Senior Associate Advisor

250-356-3953 | Email me

Shelly has been in the investment industry for over 30 years. Her main focus is ensuring our clients have an excellent experience. She’s here to assist clients in any of their administrative requests. Away from the office Shelly enjoys traveling with friends and getting outside to enjoy a walk or run.