Awards
Wealth Professional Holistic Advisory Team of the Year Award -2026
Kamloops Chamber Business Excellence Innovation Award
– 2025
Kamloops Chamber Business Excellence Service Provider
1-10 Staff Award – 2025
Wealth Professional Most Innovative use of Wealth Tech – 2024
Wealth Professional Charitable Impact Award in Excellence in Philanthropy and Community Service – 2024
Community Service Award
– 2023
The Franklin Templeton for Advisory Team of the Year 10+ Staff Award -2023
Kamloops Chamber Business Excellence Employer of the Year – 2022
Communitas Award -2022
Kamloops Chamber Business Excellence Community Service Award - 2019
Kamloops Chamber Business Excellence Business of the Year – 2019
