Client Service Associate
Client Service Associate
Heather brings 30 years of industry experience to CMB Wealth Management after an extensive career with TD Canada Trust. Her strong attention to details helps ensure our team adhere to internal controls and compliance requirements. Heather has completed her Canadian Securities Course and is dedicated to providing exceptional client service to our clients in their wide range of needs. During her spare time, Heather keeps busy with her family enjoying many of the outdoor activities that the Okanagan has to offer.
Client Relationship Associate
Client Relationship Associate
Megan joined TD in 2007 after relocating to Kelowna from Saskatchewan. She has held multiple roles within TD.
Most recently, prior to joining CMB Wealth Management, she was a Private Client Service Associate for offices in TD Wealth Private Banking and TD Wealth Private Trust.
Megan is an integral part of the team and holds the Professional Financial Planner designation.
Client Service Associate
Client Service Associate
Kristine joined TD Wealth Private Investment Advice when relocating from Vancouver to Kelowna. She has worked in various roles in the investment industry since 1994.
Her extensive experience and knowledge are invaluable to the CMB Wealth Management team. Kristine has completed the Canadian Securities Course, holds the Professional Financial Planning designation and is options licensed.
Client Service Associate
BBA
Client Service Associate
BBA
Jade joined CMB Wealth Management in 2019 after graduating from Okanagan College with a Bachelor of Business Administration as a Finance major. Jade has completed the Canadian Securities Course and has goals of obtaining a Certified Financial Planner designation.
She enjoys the discovery process of getting to know our clients and learning how we can develop and implement strategies to help them achieve their life goals.
