Mike Waller
Portfolio Manager
Mike grew up in Kelowna where his family opened Lakeside Pharmacy in 1971. After completing high school at Mount Boucherie Mike went to Ottawa for university where he attended and graduated from Carle...
Read more Shaun Thibert
Financial Advisor
Shaun is a Kelowna-based financial advisor with Lakeside Wealth Management – IPC Securities Corporation. He helps people to invest and manage portfolios based on their goals by working closely with cl...
Read more Jake Lockhart, CFP®, CLU, CHS
Financial Advisor
Jake has been in the Financial Services industry since 2008 and started his career as a Financial Planner with large banks. In 2013 he made the transition from the bank environment to be an insurance ...
Read more Maren Laird
Business Processing Specialist
Maren is originally from Manitoba and relocated to Victoria in 2001 in search of a warmer climate. After spending two years as a nanny in England and the Netherlands, she returned to Victoria where sh...
Read more Tammy Patrick
Administrative Assistant
Tammy is originally from Dawson Creek BC, she has travelled all across Canada and highly recommends visiting the Yukon. As children Tammy and her 2 brothers would travel to Whitehorse for summer holid...
Read more Deborah Harvey
Administrative Assistant
Deborah brings industry experience and knowledge to our office, assisting Mike Waller and Shaun Thibert in the processing of critical paperwork, its flow and completion, as well as the everyday operat...
Read more Brittney Graham
Administrative Assistant
Brittney was born and raised in Calgary, Alberta. After high school she relocated to Nanaimo where she pursued a Bachelor’s in Business Administration majoring in finance at Vancouver Island Universit...
Read more Kurtis Choquette
Administrative Assistant
Kurt is originally from Edmonton, Alberta. Kurt is a lover of all sports especially in the outdoors skiing, hiking, boating or camping. Kurt originally planned to help society through emergency servic...
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