Peace of mind through financial confidence

AFS Insights: Nanaimo

Max Creighton

Financial Planning Intern Arbutus Financial Services Ltd. Max has recently joined our Arbutus Financial team as an Intern while he completes his Bachelor’s degree in Business with a Major in Finance at Vancouver Island University. His goal after completing his degree is to become a Certified Financial Planner. Max was born and raised in Nanaimo… Read more »

Rebecca Patterson

Client Services Administrator Arbutus Financial Services Ltd. Becca first joined the Arbutus team in 2017 as an Administrative Assistant. She worked with the team until 2019 and is thrilled to once again be a part of the Arbutus family. Though she was born on the mainland, Becca’s family made a permanent move to Nanaimo when… Read more »

Gillian Campbell

Employee Benefits Marketing Specialist, Arbutus Financial Services Ltd. Gillian graduated from VIU with a Bachelor of Tourism Management in 2014 and has been doing rewarding work in the non-profit sector until now. Gillian is the newest member of our Group Benefits Team and brings years of experience in marketing, customer relations and administration with her…. Read more »

Sonia Schweigert

Administrative Manager, Financial Planning Assistant Manulife Securities Investment Services Inc. and Arbutus Financial Services Ltd. Sonia joined the Arbutus Financial team in 2014. Born and raised in Nanaimo, she pursued her post-secondary education at the University of Victoria graduating with a Bachelor of Science degree in Microbiology. Sonia applies the skills she attained throughout post-secondary and various employment… Read more »

Gerry Bickerton, CFP®

Advisor, Manulife Securities Investment Services Inc. Insurance Representative, Arbutus Financial Services Ltd. Gerry joined the Arbutus Financial team in 2011. Gerry graduated from the University of Northern British Columbia (UNBC) in 2009 with a double major in Accounting and International Business, while obtaining a minor in Economics. Gerry worked for the Bank of Montreal for three years prior to… Read more »

Don White

Retired Advisor, Special Senior Consultant with Arbutus Financial Services Ltd. Don has retired from his client files effective April 1, 2019.  He is currently on retainer with Arbutus Financial to assist in special project work and to offer his perspective and expertise to the firm. We are thrilled and fortunate to continue our association with… Read more »

Paul Tidey, CFP®

Advisor, Manulife Securities Investment Services Inc. Insurance Representative, Arbutus Financial Services Ltd. Paul started his career in the financial services industry in 1987 in the management training program of Manulife Financial. His nine years of administrative, marketing and customer service support spanning three provinces prepared him well to establish his own practice in 1997.  This evolved to… Read more »