Learn more about each of our advisors by visiting their websites below. Or, please fill out the form for us to connect you with an advisor.

Anne Marie Meehan, MBA, CFP®, CIM, FCSI, TEP

Investment Advisor

250-712-2152 | Email me | Visit Website

Cramen Wealth Management 

250-712-2162 | Email me | Visit Website

Eisenhut Wealth Management 

250-712-2189 | Email me | Visit Website

Fields Grainger Wealth Management 

250-712-2195 | Email me | Visit Website

Gill Wealth Management Group 

250-712-2128 | Email me | Visit Website

Holtby & Associates Wealth Management Services 

250-712-2116 | Visit Website

Hymers Private Wealth 

Email me | Visit Website

Mitchell Westnedge

Vice-President & Investment Advisor

250-712-2168 | Email me | Visit Website

Ng Wealth Management 

250-469-7412 | Email me | Visit Website


Roger Perritt, BA (Hons)

Vice-President & Investment Advisor

250-712-2160 | Email me | Visit Website

Sorensen Wealth Management 

250-712-2113 | Email me | Visit Website

Wallouch Wealth Management 

1-877-862-0715 | Email me | Visit Website

Zuk Wealth Management 

250-469-7409 | Email me | Visit Website

Working with an advisor can provide value in many ways. Unsure of what to look for? Here are some things to consider.

Let us connect you with an advisor today!

Please give us a call @ 250-712-2100 or fill out the below form and we will have one of our investment advisors contact you.

Please provide any additional comments that will help us with connect you with an advisor.
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