FLANN FINANCIAL GROUP - Key Persons
Job Titles:
- Partner
- Wealth Advisor Founder
In 1995, I started this firm to help Canadians reach their retirement and life goals through our Areas of Focus approach to planning. In life, one of the most difficult things we ever do is retire. Our team works with our clients first in the accumulation phase, and then we help them to ease into retirement, with tax effective cash flow. We also ensure that there is a smooth and tax effective transfer of wealth to the next generation. My joy is seeing clients reach their retirement income goals, and to watch them tick off items on their bucket list.
I have always lived in British Columbia and in 2013 my wife Dallas and I walked the Camino de Santiago to celebrate our 60th birthdays. In 2015, we celebrated 40 years of marriage, we have 2 sons, and 5 grandchildren who are the joys of our life.
Come in and meet with me for a free consultation on your retirement cash flow. We can help to minimize taxes and develop a strategy that best fits you.
Job Titles:
- Support Staff Member
- Licensed Associate
I am an Administrative Assistant for our life insurance and segregated funds sector. I schedule meetings, prepare paperwork, and work with the insurance and investment companies to ensure your financial changes are completed quickly and efficiently.
In my spare time I am chauffeur, life coach and cheering section for my two daughters at basketball games, music lessons & girl guides. I enjoy baking, reading, and adventuring with my partner & our two dogs.
Education
Life License Qualification Program (LLQP)
Job Titles:
- Support Staff Member
- Investment Administrative Assistant
Hey! My name is Kelton, and I am an Investment Administrative Assistant here at Flann Financial Group. I am responsible for ensuring a smooth customer experience for our invested clients. My responsibilities include preparing paperwork, processing, and completing transfers and transactions.
Growing up in the Lower Mainland, I moved to the Okanagan where I completed a Bachelor's Degree in Business Management and Economics at the University of British Columbia. Now that I am back, I plan on continuing my studies in finance, as well as enjoying the beautiful outdoors by hiking and skiing often.
Job Titles:
- Support Staff Member
- Licensed Associate
Hi! My name is Laura, and I am responsible for looking after the administrative details of your investment accounts. Preparing paperwork, processing, and following up to make sure all the transfers and/or transactions occur smoothly is my number one priority.
Native to the beautiful tropical lands of Brasil, I met the love of my life in Canada and that is what brought me to this amazing province. When not at work, I love reading, hiking, camping and overall, just being in contact with the great outdoors.
Never hesitate to contact me should you have any administrative needs regarding your investment accounts!
Education
Investment Funds in Canada (IFIC)
Job Titles:
- Partner
- Wealth Advisor Office Manager
- Wealth Advisor Office Manager / Worldsource Financial Management Inc
I help clients of all stages of life manage their financial lives and investments. The best part of my job is building good relationships with our clients and providing them with a high level of service.
Originally from England, my parents operated a family restaurant, which I managed for 11 years. In 2005 my husband and our 3 children emigrated to Canada. I have been an office administrator since 2007, first as office manager in my husband's masonry company, then moving into the financial services industry in 2013.
I love spending time with family and friends. I enjoy travel and reading however, my biggest passion is cooking. Over the years I have catered for different groups (including the Canadian Women's Soccer Team) ranging anywhere from 10 to 150 people all from my humble kitchen.
Job Titles:
- Advisor
- Segregated Funds & Insurance Advisor
*Robert Wei is not registered in any capacity with Worldsource Financial Management Inc. (WFM). WFM is responsible for mutual fund-related business activities conducted by its Registrants, and is not responsible for the business activities of other related or unrelated individuals and/or organizations.
Job Titles:
- Administrative Assistant
- Support Staff Member
- Administrative Assistant Worldsource Financial Management Inc