Blake is a Financial Advisor licensed in insurance and mutual funds. He has a wealth of experience working with business owners and individuals to achieve their financial goals. He is passionate about helping others succeed therefore, he continues to excel his knowledge through further education. He shares our honest , humble & driven values that contributes to making our company great for our clients, our team and our community.
Blake was born and raised in the Okanagan and is a graduate of University of British Columbia Okanagan with a Business Administration Degree focused in finance. He spent a decade working for a large Chartered Bank and travelling the province supporting his clients as a Commercial Account Manager, Credit Analyst & Equipment Finance Specialist. This experience relates well to our industry and is a great foundation to financial planning. Blake is a firm believer in building strong client relationships as the first step in any financial planning process.
When Blake isn’t at the office you can find him out with his wife Emmy and his young daughter Elle enjoying the Okanagan. You can usually find them at a beach somewhere or Blake in the hills on his mountain bike. He and his family know how lucky they are to call this great city home.