Meet Our Team
We are your partner in life and wealth
Specialist financial planners and investment advisors
We offer a wide and powerful range of financial, investment and long-term wealth planning services for individuals, families and businesses.
Multi-disciplinary, our work is strategic, forward-thinking and – above all – based on realism, caution and accountability. There are no quick fixes or short cuts.
Senior Investment Advisor
Assoc. Portfolio Manager
Harris has a passion for helping his clients meet their most important goals. Harris’ clients benefit from his unique insight into Wealth Creation and Complete Wealth Planning strategies. Harris is a Associate Portfolio Manager, has earned his Chartered Investment Manager (CIM®) designation and is a fellow of the Canadian Securities Institute (FCSI).
Away from the office Harris enjoys playing golf, hockey and a variety of outdoor activities.
Investment Associate
Cale has worked in financial services for four years and most recently as an Associate Advisor at an independent firm before joining Canaccord Genuity in 2023. He is licensed as a Registered Representative and earned his Bachelor of Business Administration (Finance) degree at Okanagan College.
Cale was born in London, Ontario, and moved to Kelowna in 2013 where he has resided since. When he is out of the office, he enjoys cycling, hiking, playing tennis, and appreciating all that the Okanagan has to offer.
Wealth & Estate Planning Specialist
Ashley collaborates with clients and wealth partners to create long-term, customized financial plans. She has been a Certified Financial Planner since 1997 and has extensive experience in retirement and financial planning. Prior to joining Canaccord Genuity, Ashley worked for TD Waterhouse Canada Inc. She has held a number of management positions in financial services in sales, service and training. Ashley has a BA from the University of Western Ontario and an MBA from Dalhousie University.