We’re passionate about our clients’

financial well being.

Meet Shauna, BBA

Shauna has extensive experience in Personal Retail Banking, Investment Management, Financial Planning, Small Business Banking and Commercial Financing.

Her passion is working with Entrepreneurs that want to achieve better results, save on tax and plan for their future.

Meet Kamal, BCom, CFP

Kamal obtained her Bachelor of Commerce from the University of Victoria in 2008. She then joined a large Canadian bank and spent 8 years honing her personal financial planning skills which included obtaining her Certified Financial Planner designation in 2014.

Shortly after having her first child, she met Shauna and they started working together providing wealth planning for high net worth entrepreneurial clients. Kamal is passionate about helping clients achieve their goals. When she is not analyzing financial data, she is working with her spouse on their fruit farm in the Okanagan.