MICHAEL PETERS - Key Persons


Chris Marta

Job Titles:
  • High Net Worth Planner

Jane Armstrong

Job Titles:
  • Tax and Estate Planner

Katrina Meurer

Job Titles:
  • Client Service Associate

Kevin Park

Job Titles:
  • High Net Worth Planner

Layna Baadsvik

Job Titles:
  • Client Service Associate
Layna has worked in the investment industry since 2012 and has recently relocated back to Kelowna where she grew up. Prior to taking on her current role she worked as the Manager of Client Service in several different branches across Western Canada. Layna is currently licensed as a Registered Representative and is options licensed.

Lianne Bourdages

Job Titles:
  • Private Trust Manager

Mark Rogers

Job Titles:
  • Estate Planning Advisor