Mike Waller
Investment Advisor
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, who helps people to invest and manage portfolios based on their goals. He works closely with clients to guide them in making...
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...
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