We concentrate on the 4 Fundamental Planning Keys
Cashflow
Our Team help you budget and get the most out of your finances.
Health
Whether it be through injury or illness we make sure you can concentrate on healing, not stressing about making ends meet.
Savings
The best time to start investing for your future is yesterday, the next best time is now, so get in touch and let’s see what the future can hold.
Estate
Losing a loved one at any stage of life can be devastating and can often leave not only an emotional void but a financial one too.
Tom Gaymer
LIFE INSURANCE & CORPORATE ASSET TRANSFER
I am originally from the UK and have called Canada home since 2009. I started my career back in the UK and have been in the Financial Services industry for over twenty years.
Being a family man and business owner, I know firsthand how important your time and money are to you.
Clients say that my biggest strength is being able to talk to them on their level and break down seemingly complex strategies into a form that they can understand.
I make the numbers work for you.
Zach Kennedy
WEALTH MANAGEMENT & GROUP BENEFITS
I was born and raised in Vancouver, BC and I’m a Financial Advisor/Planner by title. I specialize in working with professionals, mainly business owners, on creating and building their wealth in a tax-efficient manner. Once established, I build and implement strategies to withdraw that wealth throughout their lifetime or efficiently pass it on to their successors.
Additionally, I specialize in employee attraction and retention by building custom benefit and retirement plans for businesses.
Lewis Morris
CRITICAL ILLNESS & INCOME PROTECTION
As you move into your highest income earning years, whether you’re managing a family, owning real estate, running a business, or preparing for retirement, there are considerable benefits to partnering with a trusted financial professional.First considering my clients' current situation and future economic potential, we work towards building a long term financial security plan that will help protect their lifestyle and increase wealth.
Through an initial discussion, you’ll gain some insight into my approach and begin to find out why many existing clients choose to refer me to their peers.
Louise Gaymer
Client Liaison Specialist
Louise has had her whole further education and work experience geared around client care. She pairs this with her excellent organizational skills and outgoing personality to do the majority of the client scheduling for the team. She loves animals, especially her two cats that are named after English teas, and her passion is spending time with her family including two young girls named Amelie and Ellie.
Pauline Murray
Financial Planning Associate
Pauline has been in the financial service industry for the majority of her working career and quickly became the backbone of the intaGEN administrative team. She is fully licensed in both Mutual Funds and Insurance, also holding her coveted CFP (Certified Financial Planner) designation.
Pauline's hobbies have changed substantially over her career, from a competitive ball player to tough mudder challenger. She now looks forward to travelling and enjoying peace at home with all her family (immediate and furry). She loves Kelowna, as it has everything she needs for her year round activities.
Jackie Ouelette
Administration/Processing Associate
Jackie is the teams Mutual Fund processing specialist and utilizes her organizational skills to make sure that things do not get missed. She is very well versed in all aspects of financial service but her keen organizational eye lends itself to the highly regulated Mutual Fund world. Jackie is a foodie and loves to bake, especially for her partner Andy.
Jenn Georgeson
Associate Advisor
Jenn is an expert in communication and language; this helps her guide clients through the financial planning process in a way that they can easily understand. An avid sailor, animal lover, loving wife to her husband Jason, and devoted mom to her two children Liv and Jamie, Jenn knows how to multi-task and is at hand for you to help get the job done.
Team
Lets talk about your future and how we can help you reach your financial goals.
