SHEA - Key Persons
Growing up playing sports, and with a background in Kinesiology, Amy learned from a young age the value of team-work and the importance of being covered for the unexpected. After several years of helping people with their health goals, she realized financial health is as important as physical health and began her career in the financial services industry working at a large Canadian insurance company.
Recently joining WhiteWater Financial, Amy now provides our clients with the best solutions, helping them feel confident in their finances and helping them complete both their personal and financial goals.
Job Titles:
- CLIENT SERVICE SPECIALIST
Cassi has been providing administrative support to clients since 2010. Her responsibilities include coordinating all administrative duties pertaining to new accounts, client inquiries and account maintenance. Cassi brings a marketing background and she is responsible for organizing client events and ensuring all aspects of client accounts run smoothly.
Cassi was born and raised in Penticton and outside of work enjoys spending time with family and friends, adventuring outdoors or enjoying a good book.
Job Titles:
- CA, CLU, CEA
- Member of the Canadian Tax Foundation
Chris has guided numerous clients of different financial circumstances, objectives, and challenges during his almost 20 years of service in the financial industry. This experience has led Chris to the realization that the key to action is education. Chris listens to the priorities of clients and takes the time to research and introduce the best possible ideas and solutions for them. The process ensures that clients understand the solution and impact of not protecting a particular element of their life.
Chris is a member of the Canadian Tax Foundation, Canadian Association of Gift Planners (CAGP), and the Conference for Advanced Life Underwriting (CALU). In addition to achieving his designation as a Chartered Accountant, he has also achieved the Chartered Life Underwriter and Certified Executor Advisor designations.
Daisy has an excellent working knowledge of overall customer management processes, operational management processes, as well as customer service. She manages our Group clients, as well as the administration of our Investment business.
Job Titles:
- BUSINESS DEVELOPMENT MANAGER
Holly started in the financial industry in 1998. She has built a solid foundation and reputation in the areas of business development, marketing and client relations over the past 20+ years. Holly manages the administration of life and risk products. She is actively involved in the marketing initiatives of the company and is responsible for the planning and implementation of various marketing programs.
Jagger was born in Vancouver, BC. He graduated from St. Francis Xavier University with Business Administration degree. After graduating, he played professional hockey in North America and the United Kingdom where he obtained his Masters in Finance and Management. That is when he decided to change careers and join the industry to become a financial advisor. Jagger wants to help his clients throughout all phases of their lives so they can concentrate on what is important to them. Jagger and his wife, Jamie, live in Penticton, BC where they have put their roots down. When he is not working, Jagger spends his time volunteering with hockey practice, JCI Penticton events, golfing, and running outside.
Kyla has spent the majority of her career assisting C-Suite Executives in scaling their organizations. She has a servant's heart, is an organization aficionado, and is obsessed with client success. Kyla is always looking to improve processes and increase efficiencies to support operations from behind the scenes.
Kyla was born and raised in the Okanagan Valley, BC, where she played competitive soccer and volleyball. On the weekend you can find her camping with her husband and their two daughters or wine tasting at the local vineyards.
Phil has been working closely with families to solidify their financial circumstances since 2003. Phil has always put family first and over the years he has been a Board member for Etobicoke Service for Seniors. He has also given back to the community of Collingwood as a member of the Collingwood Chamber of Commerce and Collingwood Rotary Club.
Phil recently joined WhiteWater Financial ending his search to find a suitable group of like-minded advisors who would ensure the long-term success of his clients. Phil is initiating his succession plan to make certain that his clients are provided the same or better personal client experience.
Ryan has been helping clients of all ages and all levels of wealth, complete robust financial plans, minimize taxes and maximize their net-worth, since 2002. Ryan is dedicated to helping our clients better understand and achieve their personal and financial goals.
Since 2002, Tina has dedicated her career to ensuring client success. Tina is responsible for coordinating administrative duties, excellent client service and making sure our processes and systems are running optimally.
Tina was raised in Toronto and currently settled in New Hamburg. She enjoys spending time with her family.