Kamloops

Kamloops

200 – 301 Victoria Street
Kamloops BC V2C 2A3

Main:(250) 374-3150
Toll-Free:1 (866) 350-5695
Fax:(250) 374-3170

Branch Manager: Kathy Vinterlik

Kamloops Advisor Directory

Don Barz

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Portfolio Manager Direct: (250) 852-6057 Toll-Free: 1 (866) 350-5695
My Story

Mission Statement
To help my clients achieve their financial goals

Background
B.A. (Major: Geography; Minor: Economics)
M.E.Des. (Environmental Design
C.I.M. (Canadian Investment Manager)
P.F.P. (Professional Financial Planner)
Securities License
Options License
Life Insurance License
An investment advisor since 1994

Business Focus
Retirement planning and income portfolios

Investment Philosophy
Designing diversified investment portfolios that are tax efficient, and take into account market opportunities, risk, and the client’s personal financial goals

Greg Beatty, BA

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Investment Advisor Direct: (250) 307-1299 Toll-Free: 1 (866) 350-5695
My Story

Mission Statement:
I promise clients the top-notch level of service they deserve. I am always available to look after the needs of my clients.

Background:
I have worked in the securities industry since 1997 and before that spent four years with a private commodity trading house.

Business Focus:
Growing retirement and investment accounts using options, common and preferred shares, mutual funds, exchange traded funds, real estate income trusts and registered plans.

Investment Philosophy:

I conduct my own research which includes bank and independent opinions as well as personal contact with money managers. I also employ option strategies to generate additional income.

Affiliations:

Former President, Director, BC Liberals Vernon-Monashee Riding Association
Former President of Vernon Kokanee Swim Club
President of Pleasant Valley Commodities
I am licensed in British Columbia, Alberta, and Saskatchewan

John Moon

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Investment Advisor Direct: (250) 852-6054 Toll-Free: 1 (866) 350-5695

Bud Mullen

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Investment Advisor Direct: (250) 376-5871 Toll-Free: 1 (866) 350-5695

Al Ritchie

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Asst. Branch Manager & Director Direct: (250) 852-6051 Toll-Free: 1 (866) 350-5695

Paul Trudeau

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Investment Advisor Direct: (250) 852-6052 Toll-Free: 1 (866-) 350-5695

Cathy Vinterlik

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Branch Manager & Director Direct: (250) 852-6055 Toll-Free: 1 (866) 350-5695

Tom Vinterlik

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Investment Advisor Direct: (250) 852-6050 Toll-Free: 1 (866) 350-5695

Terry Wiebe

Photo of Terry Wiebe
Vice President & Asst. Branch Manager Direct: (250) 852-6053 Toll-Free: 1 (866) 350-5695
My Story

Mission Statement
To partner with my clients in a long-term, trusted financial relationship. I strive to provide peace of mind by delivering customized, objective advice designed to give my clients the confidence to pursue their own dreams and interests.

Professional Designations
I possess a Bachelor of Business degree in finance and marketing from Simon Fraser University. I began my investment advisor career in 1991 and have been in this field ever since.

I hold the following professional qualifications: Portfolio Manager (PM); Branch Manager (BM); Certified Financial Planner (CFP); and Fellow of the Canadian Securities Institute (FCSI). These allow me to provide advice on RRSPs, RRIFs, TFSAs, individual stocks; real estate investment trusts (REITs), mutual funds, bonds and more.

Investment Philosophy
My investment philosophy is based on a set of core beliefs that guide my investment decision-making:

1. Investment decision-making involves a conscious trade-off between risk and return.
2. Effective diversification is essential for maximizing return within agreed parameters of risk.
3. Investors are not rational, but are influenced by emotions, the media and inherent biases.
4. Investment prices do not equal value and thus assets are often overvalued or undervalued.
5. Management of downside risk is critical, particularly equity market risk.

While I can never be all things to all clients – I focus on my strengths in portfolio management and financial planning, and when necessary utilize other specialists.