Meet Our Team

We Achieve our Clients Objectives...
Through Good Times and Bad!


Our client centered focus combined with the application of our unique balanced financial planning and
investment program has helped us to preserve capital while at the same time provide required income
and reduce personal income tax. That's tough to beat, almost as tough as our competitive fee structure.
Contact us for a complimentary information package.

 

 

 

Midori Hillis
Certified Financial Planner

Jason Hillis
Account Executive

Jennifer Huizinga
Branch Manager

 

 

 

Natalie Jackson
Branch Administrator

Peggy Sheppard
Accredited Mortgage
Professional

Lisa Leverington-Lee
Consultant

 

Ray Jansen
Consultant

Lee Weigold
Consultant

Michael Weigold
Consultant 

 

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Disclaimer: The information contained herein is for BC residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.