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Chartered Public Accountant - Provider of Assurance and Tax Services to small entreprenuers and corporate entities

I AM A LIFE INSURANCE ADVISOR WITH ONE MISSION FIRST AND FOREMOST PROTECTING AND DOING WHAT IS RIGHT FOR THE CLIENT ! 

Growing up in a very modest childhood taught me the value of managing finances responsibly and how simple decisions can have a compounding effect in life. Though people are very different in their backgrounds and experiences, many of the decisions we make everyday are based on financial knowledge from countless sources that may not be fully relevant to our situation. The more I've come to understand the complexities involved in responsibly managing one's finances, the more I realize how vital it is to have personalized help and guidance.

Prior to joining Edward Jones, I spent six years in banking, helping individuals at different stages in their life, from people just starting out in the workforce to the complex needs of business owners running larger companies. And now, as an Edward Jones advisor, I am proud to guide individuals, families and business owners through all of the stages of their financial journey and to help them be financially better off by

I realize that the people I deal with are far more complex than the investments they hold. People have hope for a better future, whether for themselves, or their loved ones. I pride myself in helping guide them through life's tough decisions as we navigate that journey together.

Our team is currently located in beautiful White Rock, BC. I've lived in the area for over 20 years and I’ve been happy to serve this community for over five years.

We help provide you with advice and guidance so you can find clarity and feel more secure about your financial future.

We're committed to:
1) Understanding what's most important to you.
2) Using an established process to build personalized strategies to help you achieve your goals.
3) Partnering together throughout your life to help keep you on track.

When I'm not helping clients, I enjoy staying active in the outdoors and being involved in the community.

We look forward to hearing from you to discuss how we can serve you so you can live a more abundant life.

A career that spans over 35 years, an independent insurance advisor helping family owned private corporations, incorporated professionals and individuals.  
Offering contracts with all major insurance companies and servicing Ontario, Vancouver and Alberta.
Each client is unique and they require custom options and flexibility.  From living benefits to participating life, universal life, disability and term insurance, clients can be confident that their expectations will be met.

Cherie began her financial service career in 2007, working in Toronto on Bay Street with a leading boutique asset management firm. In 2011, she was awarded the President's List award by the Financial Planning Standards Council when she tied for the second highest mark in the country when completing her final certification exam for the CFP designation.

Cherie is now located in Peterborough, where she as a Certified Financial Planner at Lighthouse Private Wealth. She brings her expertise and attention to detail to the planning process for the firm's clients. Cherie works directly with clients providing hands on wealth management and financial planning.

I am a financial security advisor. 

As a CFP professional, I specialize in providing tailored financial solutions to affluent clients. My expertise includes estate planning, credit solutions, and strategic advisory, all built on a foundation of trust and long-term relationships. I've been fortunate to have built strong relationships throughout my career both internally within my firm and externally. 

Jay Dowhaniuk, which is pronounced “Dow-han-e-uk” (don’t worry, even Ukrainians pronounce it wrong!), is a Wealth Manager at Raymond James. Jay’s clients value his personable approach and unique skill of explaining complex financial concepts in a way that is understandable.
A graduate from the Okanagan School of Business with a BBA degree majoring in finance, Jay started his career at a major bank but soon joined Raymond James in 2005 and has over 15 years of experience in finance. Jay has also earned the prestigious Chartered Investment Manager (CIM®) and Fellow of CSI (FCSI®) designations.

Jay is an avid cyclist who combines his passion for cycling and philanthropy by participating in a number of fundraising events each year. Most notably is the Ride to Conquer Cancer benefiting the BC Cancer Foundation where Jay’s efforts caught the attention of Global News Okanagan and the Kelowna Daily Courier.
When Jay is not in the office, he enjoys spending time with his wife Brianne, daughter Charley and son Tucker. When he isn’t biking Jay enjoys boating, camping, snowboarding and taking advantage of all the Okanagan has to offer.