Ellis Wealth Management Group

David Ellis

David Ellis, FCSI, CFP

Vice President & Investment Advisor

250-549-4052 | Email me
250-545-4139

David has been in the Financial Services Industry since 1980 starting out with RBC Dominion Securities through the Pemberton Securities Merger. David is highly experienced in the industry and has helped his clients through many different markets.
 

Truly believer in continuing education, David added numerous honored designations to his name such as Canadian Securities Registered Representative, Fellow Canadian Securities Institute (FCSI), Member of the RBC Dominion Securities Retail Advisory Board, Life Underwriter of Canada Association Member (LUAC) and Chartered Financial Planner (CFP). He is also Vice-President of the RBC Dominion Securities Vernon Branch.
 

Trust and integrity are the cornerstones of David's practice. David focuses on providing above average cash flow for his income oriented clients. His commitment to personalized service allows his retired clients carefree ability to travel and enjoy life!
 

Dave has received numerous awards over the years most notably being a semi-finalist of the Investment Dealers Association of Canada 1991 Award of DISTINCTION (Pacific Division). The DISTINCTION is a national award program that recognizes outstanding investment advisors who exemplify the highest standards of dedication and professionalism in the Canadian securities industry. Candidates for the Award of DISTINCTION are evaluated on their ability to provide superior client service; their thorough knowledge of industry rules, products and services; and a solid record of educational achievements and community involvement.
 

He has also been an RBC Dominion Securities Counsel Member for more than 25 years.
 

When away from work, David enjoys archery, tennis, photography and sailing. He has been a participant and a Chairman of the Vernon Charity Regatta for over a decade – yes that's his boat in the picture. Dave and his wife have raised their family here in Vernon.

Eric Wikjord, BBA, PFP

Associate Advisor & Financial Planner

250-549-4088 | Email me

Eric is a graduate of Thompson Rivers University with a Bachelor of Business Administration Degree (B.BA) with a major in Finance. In addition to several extended educational courses he holds a Professional Financial Planning Designation (PFP©) and has obtained a Financial Planning Standards Council (FPSC Level 1 ™) Certificate in Financial Planning.

Eric started his financial planning career in 2004 and after partnering with RBC Dominion Securities for many years he joinded the Ellis Wealth Management Group.  He provides our clients a set of clear recommendations and strategies regarding investments, taxation, insurance, and retirement planning.

In his free time, Eric volunteers with several non-profit organizations around Vernon. He is an avid cross country skier who has represented Canada internationally as a national team member. He also enjoys backpacking, travelling, running and cycling of all kinds. Eric and his wife are raising their family in Vernon and plan to be here for many years.

 

Torine Feser

Administrative Assistant

250-549-4082 | Email me

Tori is involved in many aspects of client care and has found her niche by providing exceptional service.  This comes from her 15 plus years of experience in documentation and administration. Also with her knowledge of accounting she helps co-ordinate our wealth management process.  While forms and documents are fun she much prefers connecting with clients and helping them with their day to day requests.

 

An accomplished photographer Tori enjoys hiking and snowshoeing with her dog but mostly she spends her time taking photos with her daughter and cheering on her son at his hockey games throughout the province.  She enjoys the Okanagan outdoors and plays hockey in the winter and soccer in the summer.