Curtis Grainger, CFP

Investment Advisor

250-712-2131 | Email me

As an Investment Advisor with RBC Dominion Securities, Curtis works directly with clients to discover their unique personal circumstances and goals. This enables him to help develop and implement a comprehensive range of wealth management strategies. In addition, Curtis provides expert guidance and services in portfolio design, market research and on-going performance monitoring to ensure his clients remain on track.

 

Curtis obtained his Bachelor of Business Administration with a major in finance at the Northern Alberta Institute of Technology. A firm believer in ongoing education, he went on to earn his designation as a Certified Financial Planner.  Now with ten years of experience, Curtis continues to educate himself and is currently finishing his Chartered Investment Management accreditation.   

 

When Curtis is not in the office working with his clients, you’ll find him spending time with his wife, Laura, and two-year-old daughter, London.  Curtis enjoys the outdoors and spends many weekends exploring the wonderful Okanagan Valley with his family and their dog, Max.    


 

 

Jason Fields, PFP

Investment Advisor

250-868-4162 | Email me

As an Investment Advisor, Jason provides access to a comprehensive range of services to help clients and families build and protect their wealth.


Jason’s strength lies in creating long-term relationships with his clients. He understands that each individual and family is faced with their own set of unique challenges and opportunities when it comes to finance. Through personalized financial plans, discovery conversations and utilizing his trusted professional partners, Jason tailors and customizes strategies for his clients. In addition, Jason provides service in investment portfolio design, market research, and on going performance monitoring to ensure his clients remain on track to achieving their goals.


Jason has practiced in the investment industry for over 11 years. His wealth of experience, including his time as an RBC Financial Planner, allows him to provide his clients with holistic investment solutions at every life stage. Jason’s expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who require solutions for broad and complex wealth management needs. He currently holds several designations, including the Personal Financial Planning designation. He believes in lifelong learning and is currently working towards his Chartered Investment Manager accreditation.


Originally from Manitoba, Jason has lived in Kelowna for 20 years with his wife, Jamie, 17-year-old daughter, Kiara, eight-year-old son, Kai, and their dog, Bentley. When he is not working with his clients, Jason enjoys skiing, exercising and spending time with his family. His children keep him busy as his son is involved with Kelowna Minor Football and with the Kelowna BMX Club.

Denise Gardner

Associate

250-448-1342 | Email me

Denise has been in the financial industry for over 25 years.  She started with RBC as a teller, and since then has moved through multiple positions before transitioning into her current role with RBC Dominion Securities.

 

As Associate, Denise is committed to a high level of client service. She is an invaluable member of our team, ensuring accuracy in accepting and placing orders for clients and performing administrative functions related to client accounts and inquiries.


Denise has exceptional administrative skills and a positive, cooperative attitude that she has displayed throughout her professional career. She is a highly competent team member who is always prepared to go the extra mile for clients and colleagues alike.

 

Denise has just moved to the Okanagan from Vancouver Island and is spending her time enjoying all that the Okanagan has to offer. This includes hiking, wine tasting and exploring the outdoors.