Kelowna Financial Advisor

In today's corporate planning arena there are an infinite array of problems and solutions that need to be worked out. For one agent to possess all the knowledge and experience in all the appropriate fields including, tax, law, financial planning, estate planning and more would be impossible. Dustin has a noticeable ability of recognizing situations and aligning clients with the appropriate specialist. This enables client’s access to some of the highest caliber planning in the country. Clients find this system very user friendly and Dustin maintains contact at all times even when there is a specialist working on the file. Behind him are a team that are highly trained, highly experienced, and well diversed in the entrepreneurial market. In summary his specialist team consists of:

 

   Dave Kent, BA - Risk Management

  Greg Parent, B.Comm, CA, CFP, TEP

Strategic Accounting Alliances:

  John McCormack, C.A. - Meyers Norris Penny LLP - Partner

  Patti Tatterall, C.A. - BDO Dunwoody LLP – Senior Manager