All Okanagan

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  • Jeffrey Ryan Buck, B.A., CFA

    Company: Investors Group

    Jeff recently relocated to the Okanagan from Saskatchewan to join his partner Sandy. Most recently, Jeff was Vice-President of The Retiring Farmer Wealth Management in Saskatoon, prior to joining TRF Jeff held a number of progressively responsible corporate finance positions in the public, private and co-operative sectors. Jeff has two read more

  • Ken Thom

    Company: Thom & Associates Financial Planners Inc.

    Ken Thom entered the financial planning industry in 1993 after a long career in business and marketing. In 1995, he opened the doors of Thom & Associates Financial Planners Inc as an independent brokerage located in Kelowna. Pauline Murray CFP, AIC, AIAA joined Ken in 1997 as VP of Administration. read more

  • Pauline Murray, CFP, ACS, AIAA

    Company: Thom & Associates Financial Planners Inc.

    Pauline, VP of Administration and Managing Partner, has been working with Ken at Thom & Associates Financial Planners Inc. since August 1997. During this time, Pauline has earned a number of industry designations including her Certified Financial Planner (CFP), Associate Customer Service (ACS) and Associate Insurance Agency Administration (AIAA). Living in read more

  • William Peters

    Company: Investors Group Financial Services Inc

    William Peters PFP Certified, Financial Consultant Unique Value Proposition We and our team of specialist have a common purpose with you in mind. Our client relationships require mutual Like, Trust, and Belief, when designing your customized Quality Financial Plan. The foundation of a Quality Financial Plan is understanding our client’s read more