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...
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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...
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Jake LockhartCFP®, 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 ...
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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...
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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...
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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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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...
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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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