Terry Soluk, CIM, PFP
Associate Portfolio Manager and Wealth Advisor
250-770-1207 | Email me


Franz Wagner, CIM, DMS, FCSI
Portfolio Manager and Wealth Advisor
250-276-1081 | Email me

 

We are committed to delivering a comprehensive wealth management experience that extends beyond investment management to encompass retirement planning, tax planning strategies, creating a legacy and business succession. We offer discretionary and non-discretionary investment services.

Our reputation for integrity and exceptional service are the foundation for reaching a high level of trust with our clients.

Terry and Franz started in the financial services industry in 1997. Terry joined RBC Dominion Securities in 1997. Franz joined RBC Dominion Securities in 2015 after having worked with a number of Canada's top investment firms. Terry and Franz have earned their Chartered Investment Manager (CIM) designations and are insurance-licensed representatives. 

 

 

 

Melissa McCrae
Associate Wealth Advisor
250-770-1207 | Email me

 

 

Diane Kello
Associate Advisor
250-276-1080 | Email me

 

Melissa is actively involved in the wealth management process and assists in delivering comprehensive investment and wealth management solutions to clients of Soluk Wagner Wealth Management. She drives team procedure and functions as a liaison between clients and other wealth management specialists. Melissa joined Terry in 2010 and brings 15 years of experience in the financial services industry and a passion for working with clients. She is fully licensed and has completed the Wealth Management Essentials (WME) course.


Diane focuses on the daily administration for clients of Soluk Wagner Wealth Management. She helps with day-to-day management of our client relationships and is the first point of contact for booking an appointment, general inquiries and other administration matters. Diane joined Franz in 2001 and brings with her 22 years of experience in the financial services industry. She is fully licensed as an Associate Advisor and has completed her Canadian Securities and Conduct and Practices Handbook courses.