An accredited Chartered Investment Manager, Brent has served his clients in the Wealth Management industry for over 35 years, with twenty-seven of those in an executive management position.
As an advisor who cares deeply about the well-being of his clients, Brent is driven by their requirement of financial success. Understanding the wants and needs of each of his clients, Brent spends whatever time is required to develop supportive and trusted relationships while providing thoughtful advice to assist them make well-informed financial decisions. Brent believes in the ability to adjust investment strategies as his clients’ lives, goals and needs change. Additionally, Brent’s extensive experience partnering with high-net-worth families, business owners and professionals has given him a deep understanding of the importance of providing his clients with an all-encompassing wealth management offering.
Keeping Brent busy in the community is his involvement with the Kelowna Rockets Hockey Club. His position as Director and Secretary/Treasurer has given him valuable insights into the financing, management, and ownership intricacies of operating a successful business.
Born and raised in Saskatoon, Brent attended the University of Saskatchewan. Since 1997, Brent and his wife, Heidi, have called Kelowna home, where they have raised their three daughters, Ava, Wynne and Payton. Besides helping his clients enjoy life, Brent enjoys skiing and golfing, and treasures family time boating on Lake Okanagan.