Brink & Associates Harbourfront Wealth Management

Brink & Associates Harbourfront Wealth Management Our mission is to grow your wealth, protect your investments, and improve your overall financial well-being.

We do this by applying our knowledge and experience along with accessing solid investment opportunities and strategies at a firm that allows for unbiased advice and competitive fee structures. Please visit the attached link to review our social media disclaimer - https://www.harbourfrontwealth.com/legal-notice

Despite its name, a Tax-Free Savings Account (TFSA) is much more than a savings account.A TFSA is a registered investmen...
06/29/2026

Despite its name, a Tax-Free Savings Account (TFSA) is much more than a savings account.
A TFSA is a registered investment account that allows Canadians to grow their money without paying tax on investment gains earned inside the account.
A TFSA can hold:
๐Ÿ”น Cash savings
๐Ÿ”น GICs
๐Ÿ”น Mutual funds
๐Ÿ”น ETFs
๐Ÿ”น Stocks and other investments
๐™Š๐™ฃ๐™š ๐™ค๐™› ๐™ž๐™ฉ๐™จ ๐™—๐™ž๐™œ๐™œ๐™š๐™จ๐™ฉ ๐™–๐™™๐™ซ๐™–๐™ฃ๐™ฉ๐™–๐™œ๐™š๐™จ ๐™ž๐™จ ๐™›๐™ก๐™š๐™ญ๐™ž๐™—๐™ž๐™ก๐™ž๐™ฉ๐™ฎ. Contributions can be withdrawn when needed, and the contribution room is generally restored in a future calendar year.

Whether you're saving for a ๐—บ๐—ฎ๐—ท๐—ผ๐—ฟ ๐—ฝ๐˜‚๐—ฟ๐—ฐ๐—ต๐—ฎ๐˜€๐—ฒ, building an ๐—ฒ๐—บ๐—ฒ๐—ฟ๐—ด๐—ฒ๐—ป๐—ฐ๐˜† ๐—ณ๐˜‚๐—ป๐—ฑ, or investing for ๐—น๐—ผ๐—ป๐—ด-๐˜๐—ฒ๐—ฟ๐—บ ๐—ด๐—ผ๐—ฎ๐—น๐˜€, a TFSA can be a valuable part of your financial strategy.
Understanding how and when to use your TFSA can make a meaningful difference over time.

๐—”๐˜€๐—ธ ๐—บ๐—ผ๐˜€๐˜ ๐—ฝ๐—ฒ๐—ผ๐—ฝ๐—น๐—ฒ ๐˜„๐—ต๐—ฎ๐˜ ๐˜๐—ต๐—ฒ๐˜† ๐˜„๐—ผ๐˜‚๐—น๐—ฑ ๐—ฑ๐—ผ ๐˜„๐—ถ๐˜๐—ต ๐—บ๐—ผ๐—ฟ๐—ฒ ๐—บ๐—ผ๐—ป๐—ฒ๐˜†, ๐—ฎ๐—ป๐—ฑ ๐˜†๐—ผ๐˜‚'๐—น๐—น ๐—ด๐—ฒ๐˜ ๐—ฎ ๐˜ƒ๐—ฎ๐—ฟ๐—ถ๐—ฒ๐˜๐˜† ๐—ผ๐—ณ ๐—ฎ๐—ป๐˜€๐˜„๐—ฒ๐—ฟ๐˜€.Ask what they would do with more...
06/26/2026

๐—”๐˜€๐—ธ ๐—บ๐—ผ๐˜€๐˜ ๐—ฝ๐—ฒ๐—ผ๐—ฝ๐—น๐—ฒ ๐˜„๐—ต๐—ฎ๐˜ ๐˜๐—ต๐—ฒ๐˜† ๐˜„๐—ผ๐˜‚๐—น๐—ฑ ๐—ฑ๐—ผ ๐˜„๐—ถ๐˜๐—ต ๐—บ๐—ผ๐—ฟ๐—ฒ ๐—บ๐—ผ๐—ป๐—ฒ๐˜†, ๐—ฎ๐—ป๐—ฑ ๐˜†๐—ผ๐˜‚'๐—น๐—น ๐—ด๐—ฒ๐˜ ๐—ฎ ๐˜ƒ๐—ฎ๐—ฟ๐—ถ๐—ฒ๐˜๐˜† ๐—ผ๐—ณ ๐—ฎ๐—ป๐˜€๐˜„๐—ฒ๐—ฟ๐˜€.
Ask what they would do with more time, and the answers often become much more meaningful.
๐ŸŽฃMore weekends at the cabin.
๐ŸŽฃMore adventures with grandchildren.
๐ŸŽฃMore freedom to travel without watching the calendar.
๐ŸŽฃMore opportunities to pursue passions that were once put on hold while building a career or business.
๐—”๐˜€ ๐˜„๐—ฒ๐—ฎ๐—น๐˜๐—ต ๐—ด๐—ฟ๐—ผ๐˜„๐˜€, ๐—ฝ๐—ฟ๐—ถ๐—ผ๐—ฟ๐—ถ๐˜๐—ถ๐—ฒ๐˜€ ๐—ผ๐—ณ๐˜๐—ฒ๐—ป ๐—ฐ๐—ต๐—ฎ๐—ป๐—ด๐—ฒ. The focus shifts from accumulation to purpose. From simply earning more to creating a life with greater flexibility, experiences, and peace of mind.
๐™๐™๐™š ๐™ฆ๐™ช๐™š๐™จ๐™ฉ๐™ž๐™ค๐™ฃ ๐™—๐™š๐™˜๐™ค๐™ข๐™š๐™จ:
How do you structure what you've built so it continues supporting the people, experiences, and goals that matter most?

At Brink&Associates, we work with individuals and families who are looking beyond the next paycheque and toward the next chapter, helping them create plans that support both today's lifestyle and tomorrow's ambitions.

Because for many people, the ultimate goal isn't more money.
It's more freedom to use their time exactly how they choose.

๐—ฆ๐—ผ๐—บ๐—ฒ ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—ฏ๐—ฒ๐˜€๐˜ ๐—ฑ๐—ฎ๐˜†๐˜€ ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—–๐—ฎ๐—ฟ๐—ถ๐—ฏ๐—ผ๐—ผ ๐˜€๐˜๐—ฎ๐—ฟ๐˜ ๐˜„๐—ถ๐˜๐—ต ๐—ป๐—ผ ๐—ฎ๐—ด๐—ฒ๐—ป๐—ฑ๐—ฎ ๐—ฎ๐˜ ๐—ฎ๐—น๐—น.๐ŸŒ„A quick drive turns into a scenic adventure.๐ŸŒ„A coffee ...
06/24/2026

๐—ฆ๐—ผ๐—บ๐—ฒ ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—ฏ๐—ฒ๐˜€๐˜ ๐—ฑ๐—ฎ๐˜†๐˜€ ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—–๐—ฎ๐—ฟ๐—ถ๐—ฏ๐—ผ๐—ผ ๐˜€๐˜๐—ฎ๐—ฟ๐˜ ๐˜„๐—ถ๐˜๐—ต ๐—ป๐—ผ ๐—ฎ๐—ด๐—ฒ๐—ป๐—ฑ๐—ฎ ๐—ฎ๐˜ ๐—ฎ๐—น๐—น.
๐ŸŒ„A quick drive turns into a scenic adventure.
๐ŸŒ„A coffee run becomes an hour-long catch-up with a friend.
๐ŸŒ„A planned afternoon at home somehow ends with a fishing rod in hand, a campfire crackling, or a sunset worth stopping for.

๐™ˆ๐™–๐™ฎ๐™—๐™š ๐™ฉ๐™๐™–๐™ฉ'๐™จ ๐™ค๐™ฃ๐™š ๐™ค๐™› ๐™ฉ๐™๐™š ๐™ฉ๐™๐™ž๐™ฃ๐™œ๐™จ ๐™ฌ๐™š ๐™ก๐™ค๐™ซ๐™š ๐™ข๐™ค๐™จ๐™ฉ ๐™–๐™—๐™ค๐™ช๐™ฉ ๐™ก๐™ž๐™ซ๐™ž๐™ฃ๐™œ ๐™๐™š๐™ง๐™š. ๐™๐™๐™š๐™ง๐™š'๐™จ ๐™–๐™ก๐™ฌ๐™–๐™ฎ๐™จ ๐™จ๐™ค๐™ข๐™š๐™ฉ๐™๐™ž๐™ฃ๐™œ ๐™ฉ๐™ค ๐™™๐™ค, ๐™—๐™ช๐™ฉ ๐™ฉ๐™๐™š๐™ง๐™š'๐™จ ๐™ฃ๐™š๐™ซ๐™š๐™ง ๐™– ๐™ง๐™ช๐™จ๐™ ๐™ฉ๐™ค ๐™™๐™ค ๐™ž๐™ฉ.
The Cariboo has a way of reminding us to enjoy the moment, appreciate the people around us, and take advantage of the beauty right outside our front door.
Here's to summer days that don't go according to plan... because they end up even better.
๐™’๐™๐™–๐™ฉ ๐™ฌ๐™–๐™จ ๐™ฎ๐™ค๐™ช๐™ง ๐™›๐™–๐™ซ๐™ค๐™ช๐™ง๐™ž๐™ฉ๐™š ๐™ช๐™ฃ๐™ฅ๐™ก๐™–๐™ฃ๐™ฃ๐™š๐™™ ๐™–๐™™๐™ซ๐™š๐™ฃ๐™ฉ๐™ช๐™ง๐™š ๐™ž๐™ฃ ๐™ฉ๐™๐™š ๐˜พ๐™–๐™ง๐™ž๐™—๐™ค๐™ค?

๐—ง๐—ต๐—ฒ๐—ฟ๐—ฒโ€™๐˜€ ๐˜€๐—ผ๐—บ๐—ฒ๐˜๐—ต๐—ถ๐—ป๐—ด ๐˜€๐—ฎ๐˜๐—ถ๐˜€๐—ณ๐˜†๐—ถ๐—ป๐—ด ๐—ฎ๐—ฏ๐—ผ๐˜‚๐˜ ๐—ฟ๐—ฒ๐—ฎ๐—ฐ๐—ต๐—ถ๐—ป๐—ด ๐—ฎ ๐—ฝ๐—น๐—ฎ๐—ฐ๐—ฒ ๐˜†๐—ผ๐˜‚ ๐—ผ๐—ป๐—ฐ๐—ฒ ๐—ผ๐—ป๐—น๐˜† ๐—ถ๐—บ๐—ฎ๐—ด๐—ถ๐—ป๐—ฒ๐—ฑ.The home that finally feels right. The flexib...
06/20/2026

๐—ง๐—ต๐—ฒ๐—ฟ๐—ฒโ€™๐˜€ ๐˜€๐—ผ๐—บ๐—ฒ๐˜๐—ต๐—ถ๐—ป๐—ด ๐˜€๐—ฎ๐˜๐—ถ๐˜€๐—ณ๐˜†๐—ถ๐—ป๐—ด ๐—ฎ๐—ฏ๐—ผ๐˜‚๐˜ ๐—ฟ๐—ฒ๐—ฎ๐—ฐ๐—ต๐—ถ๐—ป๐—ด ๐—ฎ ๐—ฝ๐—น๐—ฎ๐—ฐ๐—ฒ ๐˜†๐—ผ๐˜‚ ๐—ผ๐—ป๐—ฐ๐—ฒ ๐—ผ๐—ป๐—น๐˜† ๐—ถ๐—บ๐—ฎ๐—ด๐—ถ๐—ป๐—ฒ๐—ฑ.
The home that finally feels right. The flexibility to travel when you want.
More time spent on the golf course, at the lake, with family, or pursuing the hobbies that got pushed aside during busy working years.

For many successful individuals and families, wealth isnโ€™t measured by what you own. Itโ€™s measured by the choices available to you.
The ability to say yes to opportunities. To spend time where it matters most. To enjoy today while still planning thoughtfully for tomorrow.
The challenge is ensuring those opportunities continue long into the future.
๐™๐™๐™–๐™ฉโ€™๐™จ ๐™ฌ๐™๐™ฎ ๐™ฉ๐™๐™ค๐™ช๐™œ๐™๐™ฉ๐™›๐™ช๐™ก ๐™ฅ๐™ก๐™–๐™ฃ๐™ฃ๐™ž๐™ฃ๐™œ ๐™ž๐™จ๐™ฃ'๐™ฉ ๐™Ÿ๐™ช๐™จ๐™ฉ ๐™–๐™—๐™ค๐™ช๐™ฉ ๐™œ๐™ง๐™ค๐™ฌ๐™ž๐™ฃ๐™œ ๐™–๐™จ๐™จ๐™š๐™ฉ๐™จ.
It's about creating confidence that the lifestyle you've worked hard to build can continue supporting your goals, your family, and your future.

At Brink&Associates, we help clients align their wealth with the life they want to live, so they can spend less time worrying about finances and more time enjoying the view.

๐—Ÿ๐—ถ๐˜ƒ๐—ถ๐—ป๐—ด ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—–๐—ฎ๐—ฟ๐—ถ๐—ฏ๐—ผ๐—ผ ๐—ต๐—ฎ๐˜€ ๐—ฎ ๐˜„๐—ฎ๐˜† ๐—ผ๐—ณ ๐—บ๐—ฎ๐—ธ๐—ถ๐—ป๐—ด ๐—ฐ๐—ฒ๐—ฟ๐˜๐—ฎ๐—ถ๐—ป ๐˜๐—ต๐—ถ๐—ป๐—ด๐˜€ ๐—ณ๐—ฒ๐—ฒ๐—น ๐—ป๐—ผ๐—ฟ๐—บ๐—ฎ๐—น.โ›ฐ๏ธRunning into three people you know before you've ...
06/18/2026

๐—Ÿ๐—ถ๐˜ƒ๐—ถ๐—ป๐—ด ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—–๐—ฎ๐—ฟ๐—ถ๐—ฏ๐—ผ๐—ผ ๐—ต๐—ฎ๐˜€ ๐—ฎ ๐˜„๐—ฎ๐˜† ๐—ผ๐—ณ ๐—บ๐—ฎ๐—ธ๐—ถ๐—ป๐—ด ๐—ฐ๐—ฒ๐—ฟ๐˜๐—ฎ๐—ถ๐—ป ๐˜๐—ต๐—ถ๐—ป๐—ด๐˜€ ๐—ณ๐—ฒ๐—ฒ๐—น ๐—ป๐—ผ๐—ฟ๐—บ๐—ฎ๐—น.
โ›ฐ๏ธRunning into three people you know before you've finished your first coffee.
โ›ฐ๏ธWaving at passing vehicles on a back road.
โ›ฐ๏ธSeeing neighbours help neighbours without being asked.
โ›ฐ๏ธThe familiar faces at local events, arenas, restaurants, and community gatherings.

It's easy to take these things for granted when they're part of everyday life. But they're also what make communities like ๐—ช๐—ถ๐—น๐—น๐—ถ๐—ฎ๐—บ๐˜€ ๐—Ÿ๐—ฎ๐—ธ๐—ฒ and ๐Ÿญ๐Ÿฌ๐Ÿฌ ๐— ๐—ถ๐—น๐—ฒ ๐—›๐—ผ๐˜‚๐˜€๐—ฒ such special places to call home.

In a world that seems to move a little faster every year, there's something valuable about places where people still know each other, support each other, and take time to connect.

๐™๐™๐™–๐™ฉ'๐™จ ๐™ฅ๐™–๐™ง๐™ฉ ๐™ค๐™› ๐™ฉ๐™๐™š ๐˜พ๐™–๐™ง๐™ž๐™—๐™ค๐™ค ๐™จ๐™ฅ๐™ž๐™ง๐™ž๐™ฉ, ๐™–๐™ฃ๐™™ ๐™ฌ๐™š'๐™ง๐™š ๐™ฅ๐™ง๐™ค๐™ช๐™™ ๐™ฉ๐™ค ๐™—๐™š ๐™ฅ๐™–๐™ง๐™ฉ ๐™ค๐™› ๐™ž๐™ฉ.
What's one small-town thing you'd never want to give up?

Throwback an interview with us about our new beginning as an independent representing Harbourfront Wealth!!
06/15/2026

Throwback an interview with us about our new beginning as an independent representing Harbourfront Wealth!!

Brink & Associates has ambitious plans to bolster advisor roster and grow AUM

๐—ช๐—ฒ๐—ฎ๐—น๐˜๐—ต ๐—ถ๐˜€๐—ปโ€™๐˜ ๐—ท๐˜‚๐˜€๐˜ ๐—ป๐˜‚๐—บ๐—ฏ๐—ฒ๐—ฟ๐˜€ ๐—ผ๐—ป ๐—ฎ ๐˜€๐—ฐ๐—ฟ๐—ฒ๐—ฒ๐—ป.Itโ€™s the freedom to spend more time with family.The ability to help your kids succ...
06/02/2026

๐—ช๐—ฒ๐—ฎ๐—น๐˜๐—ต ๐—ถ๐˜€๐—ปโ€™๐˜ ๐—ท๐˜‚๐˜€๐˜ ๐—ป๐˜‚๐—บ๐—ฏ๐—ฒ๐—ฟ๐˜€ ๐—ผ๐—ป ๐—ฎ ๐˜€๐—ฐ๐—ฟ๐—ฒ๐—ฒ๐—ป.
Itโ€™s the freedom to spend more time with family.
The ability to help your kids succeed.
The confidence to enjoy retirement without second-guessing every decision.

At Brink Wealth, we help individuals and families across the Cariboo create clear, personalized financial strategies designed around real life, not cookie-cutter solutions.

Serving Williams Lake, 100 Mile House, and surrounding communities.
Letโ€™s build a plan that fits where you are today, and where you want to go tomorrow.

๐—ง๐—ต๐—ฒ๐—ฟ๐—ฒโ€™๐˜€ ๐—ฎ ๐—พ๐˜‚๐—ถ๐—ฒ๐˜ ๐˜€๐—ต๐—ถ๐—ณ๐˜ ๐˜๐—ต๐—ฎ๐˜ ๐—ต๐—ฎ๐—ฝ๐—ฝ๐—ฒ๐—ป๐˜€ ๐—ณ๐—ผ๐—ฟ ๐—ฎ ๐—น๐—ผ๐˜ ๐—ผ๐—ณ ๐—ฝ๐—ฒ๐—ผ๐—ฝ๐—น๐—ฒ ๐—ต๐—ฒ๐—ฟ๐—ฒ.๐—œ๐˜ ๐—ฑ๐—ผ๐—ฒ๐˜€๐—ปโ€™๐˜ ๐˜€๐—ต๐—ผ๐˜„ ๐˜‚๐—ฝ ๐—ฎ๐—น๐—น ๐—ฎ๐˜ ๐—ผ๐—ป๐—ฐ๐—ฒ. ๐—œ๐˜ ๐—ฏ๐˜‚๐—ถ๐—น๐—ฑ๐˜€ ๐—ผ๐˜ƒ๐—ฒ๐—ฟ ๐˜๐—ถ๐—บ๐—ฒ.A few mo...
05/29/2026

๐—ง๐—ต๐—ฒ๐—ฟ๐—ฒโ€™๐˜€ ๐—ฎ ๐—พ๐˜‚๐—ถ๐—ฒ๐˜ ๐˜€๐—ต๐—ถ๐—ณ๐˜ ๐˜๐—ต๐—ฎ๐˜ ๐—ต๐—ฎ๐—ฝ๐—ฝ๐—ฒ๐—ป๐˜€ ๐—ณ๐—ผ๐—ฟ ๐—ฎ ๐—น๐—ผ๐˜ ๐—ผ๐—ณ ๐—ฝ๐—ฒ๐—ผ๐—ฝ๐—น๐—ฒ ๐—ต๐—ฒ๐—ฟ๐—ฒ.
๐—œ๐˜ ๐—ฑ๐—ผ๐—ฒ๐˜€๐—ปโ€™๐˜ ๐˜€๐—ต๐—ผ๐˜„ ๐˜‚๐—ฝ ๐—ฎ๐—น๐—น ๐—ฎ๐˜ ๐—ผ๐—ป๐—ฐ๐—ฒ. ๐—œ๐˜ ๐—ฏ๐˜‚๐—ถ๐—น๐—ฑ๐˜€ ๐—ผ๐˜ƒ๐—ฒ๐—ฟ ๐˜๐—ถ๐—บ๐—ฒ.
A few more winters where you start thinking less about โ€œ๐™’๐™๐™š๐™ฃ ๐™˜๐™–๐™ฃ ๐™„ ๐™ง๐™š๐™ฉ๐™ž๐™ง๐™š?โ€ and more about โ€œ๐™’๐™๐™–๐™ฉ ๐™™๐™ค ๐™„ ๐™–๐™˜๐™ฉ๐™ช๐™–๐™ก๐™ก๐™ฎ ๐™ฌ๐™–๐™ฃ๐™ฉ ๐™ข๐™ฎ ๐™™๐™–๐™ฎ๐™จ ๐™ฉ๐™ค ๐™ก๐™ค๐™ค๐™  ๐™ก๐™ž๐™ ๐™š ๐™ฌ๐™๐™š๐™ฃ ๐™„โ€™๐™ข ๐™ฃ๐™ค๐™ฉ ๐™ฉ๐™ž๐™š๐™™ ๐™ฉ๐™ค ๐™– ๐™จ๐™˜๐™๐™š๐™™๐™ช๐™ก๐™š?โ€
โ›ฐ๏ธMore conversations about travel that never quite get booked.
โ›ฐ๏ธMore ideas for the property youโ€™d love to spend summers on.
โ›ฐ๏ธMore time thinking about how to support family in ways that actually last.

In places like the Cariboo and surrounding regions, wealth often doesnโ€™t look loud. It looks like options. It looks like freedom thatโ€™s been earned quietly over years of work, decisions, and consistency.
And at a certain point, the question shifts from building wealthโ€ฆ to shaping it.
Turning it into something that supports the life youโ€™re already starting to imagine, not just someday, but intentionally.
๐—ง๐—ต๐—ฎ๐˜โ€™๐˜€ ๐˜„๐—ต๐—ฒ๐—ฟ๐—ฒ ๐—ฐ๐—น๐—ฎ๐—ฟ๐—ถ๐˜๐˜† ๐—บ๐—ฎ๐˜๐˜๐—ฒ๐—ฟ๐˜€.
Not just on numbers, but on direction. On how income, investments, and planning work together to support the lifestyle you want now and the legacy you want later.

Brink&Associates works with individuals and families at that stage, helping to bring structure to whatโ€™s been built so it can continue supporting what comes next.
Because the goal isnโ€™t just to have more.
Itโ€™s to live better with what you already have, and whatโ€™s still ahead.

Thereโ€™s just something different about summer in the Cariboo.๐ŸšคEarly mornings on the lake.๐Ÿš™Dusty trucks.๐Ÿ•๏ธCamping gear th...
05/28/2026

Thereโ€™s just something different about summer in the Cariboo.
๐ŸšคEarly mornings on the lake.
๐Ÿš™Dusty trucks.
๐Ÿ•๏ธCamping gear that somehow never leaves the vehicle.
๐ŸŒญLast-minute BBQ invites.
๐ŸŒ„Kids staying outside until the sun finally disappears.
Whether youโ€™re spending weekends at the cabin, heading out fishing, hitting the rodeo circuit, or just enjoying a slower evening in the backyard, this is the season people wait all year for.
๐—”๐—ฟ๐—ผ๐˜‚๐—ป๐—ฑ ๐—ต๐—ฒ๐—ฟ๐—ฒ, ๐—ฐ๐—ผ๐—บ๐—บ๐˜‚๐—ป๐—ถ๐˜๐˜† ๐—บ๐—ฎ๐˜๐˜๐—ฒ๐—ฟ๐˜€. ๐—ง๐—ถ๐—บ๐—ฒ ๐—ผ๐˜‚๐˜๐˜€๐—ถ๐—ฑ๐—ฒ ๐—บ๐—ฎ๐˜๐˜๐—ฒ๐—ฟ๐˜€. ๐—™๐—ฎ๐—บ๐—ถ๐—น๐˜† ๐˜๐—ถ๐—บ๐—ฒ ๐—บ๐—ฎ๐˜๐˜๐—ฒ๐—ฟ๐˜€.
And honestlyโ€ฆ thatโ€™s a big part of why we love calling the Cariboo home.

๐™’๐™๐™–๐™ฉโ€™๐™จ ๐™ฎ๐™ค๐™ช๐™ง ๐™›๐™–๐™ซ๐™ค๐™ช๐™ง๐™ž๐™ฉ๐™š ๐™ฅ๐™–๐™ง๐™ฉ ๐™ค๐™› ๐™– ๐˜พ๐™–๐™ง๐™ž๐™—๐™ค๐™ค ๐™จ๐™ช๐™ข๐™ข๐™š๐™ง? โ˜€๏ธ

We are hiring! - Are you looking for a rewarding career in Financial Services? We are looking for exceptional individual...
05/25/2026

We are hiring! - Are you looking for a rewarding career in Financial Services? We are looking for exceptional individuals to join our team. If you have been a stand out employee in your current role and you feel like you have hit a ceiling - We should talk. Or maybe you have always had a passion for helping others and providing great customer service - We should talk. Or maybe you have an interest in finance and investments or insurance but have never been given a solid opportunity - We should talk.

I am currently looking for experienced individuals but I would be willing to train the right candidate if the fit is 100%.

I have three roles available in Williams Lake and 100 Mile House right now that each require different licensing and job duties.

Associate Investment Advisor - Requires the Canadian Securities Course and the ability to be licensed through the Canadian Investment Regulatory Organization. Very exciting role dealing directly with clients and working alongside Senior Investment Advisor. Stay informed on market trends and complete trades utilizing cutting edge systems and software. Fully securities licensed and Independent.

Insurance Specialist - Requires LLQP completion and registration through the Insurance Council of BC to service existing clientele focusing on Group Benefits plans, Life and Disability insurance as well as estate planning and Insurance planning for an established financial planning practice. Working closely with the team to close already identified insurance opportunities as well as finding new opportunities for growth.

Associate Financial Planner - Requires analytical thinker and creative mindset to build comprehensive financial plans for existing and new clients. Pursuit of Certified Financial Planning (CFP) designation would be required if not already obtained. We use Conquest Financial Planning Software as well as many other cutting edge tools to increase efficiency and provide clarity to clients.

Please send me a message for more information or drop off a resume at 160A Oliver Street in Williams Lake.

Address

160A Oliver Street
Williams Lake, BC
V2G1L8

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12503922637

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