Financial Planner and Retirement Specialist, Arbutus Financial Services Vancouver and Vancouver Island As an accomplished financial planner and retirement specialist, Stephanie has been assisting clients since 2006. We are fortunate to have her expertise and strong interpersonal skills at Arbutus Financial Services, where she assists clients in navigating their financial futures. Stephanie earned designations as… Read more »
Administrative Assistant Arbutus Financial Services Ltd. Margaret started working with Frank Allen Financial Group in 1990 and currently acts as Office Manager as well as administering all Money and Investment products. Margaret is a licensed life insurance agent and has been certified with The Investment Funds Institute of Canada since 1998
Certified Financial Planner Arbutus Financial Services Ltd. Born and raised in Port Alberni, B.C., Frank Allen began his business career in 1971 as the youngest Licensed Realtor in Victoria with Canada Permanent Trust at age 23. In 1973 he began working in the life insurance and financial services industry working with small business owners and… Read more »
Client Services Administrator Arbutus Financial Services Ltd. Kendyl is the first person you’re likely to talk to on the Arbutus Financial team as our Client Services Administrator. Kendyl graduated from the Business Management Certificate program at Vancouver Island University in June 2022, and is working to become a licensed assistant. She loves connecting with people,… Read more »
Associate Advisor Arbutus Financial Services Ltd. Max joined our Arbutus Financial team as an Intern while he completed his Bachelor’s degree in Business Administration with a Major in Finance at Vancouver Island University. Now graduated, Max is working on his goal to become a Certified Financial Planner. Max was born and raised in Nanaimo and… Read more »
Group & Communications Specialist Arbutus Financial Services Ltd. Gillian graduated from VIU with a Bachelor of Tourism Management in 2014 and worked in the non-profit sector until 2020. Gillian then joined the Group Benefits Team and brings years of experience in marketing, customer relations and administration with her. She assists in connecting with workplaces to… Read more »
Administrative Manager Arbutus Financial Services Ltd. Sonia joined the Arbutus Financial team in 2014. She pursued her post-secondary education at the University of Victoria, graduating with a Bachelor of Science degree in Microbiology. Sonia applies the many skills she had attained throughout post-secondary to her role at Arbutus. Sonia is dedicated in supporting the team… Read more »
Advisor, Manulife Wealth 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 joining the… Read more »
Advisor, Manulife Wealth 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 joining Arbutus… Read more »