Mitch was born and raised here in the Peace Country and has been working in the financial industry for the past 6 years. He has become very successful building clients wealth and health. He has won awards for financial planning year after year which shows his hard work and dedication to his clients. He is studying to write his Certified Financial Planner designation final which is scheduled for this summer, along with 3 other financial designations. Mitch has his CEA designation (Certified ...

Rob was born and raised in Grande Prairie. He has been in the financial planning industry for the previous 7 years and has developed a huge passion in building relationships as well providing professional advice in helping his clients reach their goals and concerns. Having worked in his family's car dealership for 14 years prior to starting a career in financial planning, it was there he was taught to have great people skills from dealing with the general public learning how to provide them ...

Sherri was born in Calgary and raised in the Lower Mainland until moving to the Peace Country area with her family as a teen. Sherri has had many roles throughout her amazing career in a variety of industries including running her own successful company. Sherri has an entrepreneurial spirit and a passion for helping which lead her to becoming a financial planner.   She is deeply devoted to providing her clients the best possible service and support. She is well on her way to becoming a CFP, ...

Shae was born in the Caribou Chilcotin of BC and spent the majority of her childhood between the Shuswap area and Thompson Okanagan region. Growing up in a modest income family she learned about the importance of managing her personal finances from a very early age. She attributes most of her financial habits directly to her father and the values he instilled around money. Shae has been in the Peace Region since 2009 and has flourished in the finance industry. She values her clients trust and ...