PATRICK D. NG - Key Persons
Job Titles:
- Associate Branch Director, Investment & Wealth Advisor
People need really good people. Without the correct expertise to help guide us, things can easily fall through the cracks. Growing up in a family business, Brett has first-hand knowledge of the highs of success and the lows resulting from poor estate and succession planning. It was this experience that guided him to the financial industry and why he is driven to help others achieve their goals.
Brett recognizes each person and situation is unique as is his process to gather information, identify wealth goals and recommend tax efficient insurance based solutions. Whether implementing financial protection against premature death and illness or ensuring your hard work and wealth are transferred to the next generation, Brett creates a plan focused on your needs.
Raised in Winnipeg, Brett moved to the beautiful Okanagan in 2015 where he lives with his wife and 3 daughters. While always up to play a round of golf his passion, long distance running, keeps him on the lookout for his next marathon.
Job Titles:
- CIM / Senior Portfolio Manager & Wealth Advisor
- Senior Portfolio Manager & Wealth Advisor With RBC Dominion Securities
As a Senior Portfolio Manager & Wealth Advisor with RBC Dominion Securities, Curtis works directly with clients to discover their unique personal circumstances and goals. This enables him to help develop and implement a comprehensive range of wealth management strategies. In addition, Curtis provides expert guidance and services in portfolio design, market research and on-going performance monitoring to ensure his clients remain on track.
Curtis obtained his Bachelor of Business Administration with a major in finance at the Northern Alberta Institute of Technology. A firm believer in ongoing education, he went on to earn his designation as a Certified Financial Planner, Life Insurance License and most recently Chartered Investment Management accreditation.
When Curtis is not in the office working with his clients, you'll find him spending time with his wife, Laura, and their children, London & Miles. Curtis enjoys the outdoors and spends many weekends exploring the wonderful Okanagan Valley with his family and their dog, Max.
Job Titles:
- Associate
- Senior Associate
Denise has been in the financial industry for over 25+ years. she started with RBC as a teller, and since then has moved through multiple positions before transitioning into her current role with RBC Dominion Securities.
A fully licensed Associate, Denise is committed to a high level of client service. She is an invaluable member of our team, ensuring accuracy in accepting and placing orders for clients and performing administrative functions related to client accounts and inquiries. Denise has exceptional administrative skills and a positive, cooperative attitude that she has displayed throughout her professional career. She is a highly competent team member who is always prepared to go the extra mile for clients and colleagues alike.
Denise moved to the Okanagan from Vancouver Island and is spending her time enjoying all that the Okanagan has to offer. This includes hiking, wine tasting and exploring the outdoors.
Job Titles:
- CIM / Senior Portfolio Manager & Wealth Advisor
- Senior Portfolio Manager & Wealth Advisor
As a Senior Portfolio Manager & Wealth Advisor, Jason provides access to a comprehensive range of services to help clients and families build and protect their wealth.
Jason's strength lies in creating long-term relationships with his clients. He understands that each individual and family is faced with their own set of unique challenges and opportunities when it comes to finance. Jason customizes strategies for his clients, through personalized financial plans, discovery conversations and utilizing his trusted professional partners. In addition, Jason provides service in investment portfolio design, market research, and ongoing performance monitoring to ensure his clients remain on track to achieving their goals.
Jason has practiced in the investment industry for over 15 years. His wealth of experience, including his time as an RBC Financial Planner, allows him to provide his clients with holistic investment solutions at every life stage. Jason's expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who require solutions for broad and complex wealth management needs. He currently holds several designations, including the Personal Financial Planning designation, Life Insurance License and most recently Chartered Investment Management Accreditation.
Originally from Manitoba, Jason has lived in Kelowna for over 20 years with his wife, Jamie, daughter, Kiara, son, Kai, and their dog, Bentley. When he is not working with his clients, Jason enjoys skiing, exercising and spending time with his family. His children keep him busy as his son is involved with Kelowna Minor Football and with the Kelowna BMX Club.
Job Titles:
- Associate Wealth & Investment Advisor
Jennifer is a fully licensed Associate Wealth & Investment Advisor who began her career at a boutique investment firm in Vancouver.
With over two decades at RBC Dominion Securities she gained valuable experience working with a wide demographic of clients and their unique situations. Her depth of knowledge and keen interest in investing drives her to provide the best possible client outcomes.
Jennifer is an avid knitter, reader, and supports her daughter Ava's passion for theatre arts at Kelowna Actors Studio.
Kaitlyn is an honors graduate from the University of Victoria, where she earned a Bachelor's degree in Child and Youth Care with certifications in Early Childhood Education and Behavioral Intervention. Her academic background reflects her passion for understanding human behavior and fostering meaningful connections. While initially focused on behavioral psychology and child development, Kaitlyn's curiosity and drive led her to explore business, finance, and client relations through diverse internships during her studies. These experiences inspired her to pursue a career in wealth management.
Currently, Kaitlyn is advancing her expertise by completing the Canadian Securities Course and the Conduct and Practices Handbook Course. She brings an entrepreneurial mindset, a dedication to growth, and a warm, approachable demeanor to the team. Kaitlyn is passionate about building lasting relationships with clients and helping them achieve their financial goals.
Outside of work, Kaitlyn enjoys creating pottery, visiting her family in Winnipeg, and exploring the outdoors with her fiancé, Christian.
Job Titles:
- Branch Operations Manager
Job Titles:
- Branch Director & Senior Investment Advisor
Job Titles:
- Banking Advisor for Kelowna
- Premier Banking Advisor, RBC Royal Bank
As a Premier Banking Advisor for Kelowna, Michelle Beauregard works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day-to-day banking needs.
With more than 5 years of experience in financial services with RBC, Michelle is respected by her clients, her peers and the industry, and has received top performer recognition. Michelle is committed to giving back to her community and acts as a volunteer member for the Heart and Stroke Foundation, YMCA Healthy Kids Day and YMCA Cycle for Strong Kids throughout past years.
Born in New Westminster and raised in Salmon Arm, Michelle holds a Diploma in Business Administration in 2013 from Okanagan College.
Michelle currently resides in Kelowna. When she is not hard at work for her clients, Michelle enjoys cooking, playing volleyball and spending time with family and friends.
Job Titles:
- Branch Operations Manager
Natel has been involved with RBC Dominion Securities for over 20+ years, bringing many years of administrative and account experience. She has successfully completed the Canadian Securities Course, the Conduct and Practices Course, and is a licensed Associate, which enables her to provide excellent service and understand client's needs.
Natel, her husband Darren and their son Madden live on the Westside, and enjoy pickleball, camping, hiking, and spending time with their extended family and friends.
Job Titles:
- Banking Advisor for Kelowna & Vernon
- Premier Banking Advisor, RBC Royal Bank
As a Premier Banking Advisor for Kelowna & Vernon, Pamela Wiebe works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day-to-day banking needs.
With more than 17 years of experience in financial services with RBC, Pamela is respected by her clients, her peers, and the industry, and has received top performer recognition regularly, including being a conference winner in 2012. Pamela is committed to giving back to her community and has worked with Kelowna General Hospital, Heart and Stroke Foundation, RBC Run for the Cure, and the Okanagan Food bank throughout the years.
Born and raised in Vernon, BC, Pamela holds a Diploma in Criminology from Kwantlen Polytechnic University.
Pamela currently resides in Lake Country. When she is not hard at work for her clients, Pamela enjoys gardening, cooking, paddle boarding, and spending time with friends and family.
Job Titles:
- Chartered Professional Accountant
Tim has been working in the financial services industry since 1992 both as an advisor and financial planning specialist, where he assisted advisors with providing high-quality financial planning services to their high-net-worth clients.
Prior to joining RBC, he was a Financial Advisor offering investment and insurance solutions while providing comprehensive financial planning guidance and advice to successful executives, farmers, business owners, professionals and other high net worth individuals. Tim's extensive expertise and experience helps clients address all areas of financial planning.
Tim is a Chartered Professional Accountant (CPA) and was awarded a Fellowship designation in 2012 by CGA Canada. He is also a Certified Financial Planner (CFP) and Chartered Life Underwriter - CLU (a wealth transfer and estate planning designation).
With nearly 20 years of experience in financial services, Wade leads a dedicated wealth management team at RBC Dominion Securities, specializing in helping families and business owners achieve their financial goals. Wade's journey into finance began with a passion for helping others make confident, informed decisions about their money. Today, he works closely with clients to navigate pivotal life events such as retirement transitions, wealth transfers, and business sales-always with a focus on building long-term relationships rooted in trust.
Wade holds a Bachelor's degree in Business Administration from Okanagan College and UBC-O and enriched his education with international studies at Hogeschool Zeeland in the Netherlands. A lifelong learner, he has earned the Certified Financial Planner (CFP) and Certified International Wealth Manager (CIWM) designations, equipping him to deliver advanced financial strategies tailored to his clients' needs.
Outside of work, Wade values family time with his wife Bobby, their children Maya and Blake, and their French bulldog Biscuit. He also enjoys giving back to his community by coaching his son's hockey and soccer teams. Wade's approachable style and commitment to personalized service make him a trusted partner for clients seeking clarity and confidence in their financial future.