Financial Planning Intern Arbutus Financial Services Ltd. Zac joined the Arbutus Financial Nanaimo team late in 2022. He is currently working as an intern while he completes his Bachelor of Business Administration degree with a major in Finance at Vancouver Island University. Zac is enjoying integrating into the team at Arbutus Financial and he continues… Read more »
Client Services Administrator Arbutus Financial Services Ltd. Kendyl is the most recent member of the Arbutus Financial team as our Client Services Administrator. Kendyl graduated from the Business Management Certificate program at Vancouver Island University in June 2022. She loves connecting with people, especially our clients, and learning about the industry. Kendyl was raised in… Read more »
Associate Advisor Arbutus Financial Services Ltd. Max joined our Arbutus Financial team as an Intern while he completed his Bachelor’s degree in Business Administration with a Major in Finance at Vancouver Island University. Now graduated, Max is working on his goal to become a Certified Financial Planner. Max was born and raised in Nanaimo and… Read more »
Group & Communications Specialist Arbutus Financial Services Ltd. Gillian graduated from VIU with a Bachelor of Tourism Management in 2014 and worked in the non-profit sector until 2020. Gillian then joined the Group Benefits Team and brings years of experience in marketing, customer relations and administration with her. She assists in connecting with workplaces to… Read more »
Administrative Manager Arbutus Financial Services Ltd. Sonia joined the Arbutus Financial team in 2014. She pursued her post-secondary education at the University of Victoria, graduating with a Bachelor of Science degree in Microbiology. Sonia applies the many skills she had attained throughout post-secondary to her role at Arbutus. Sonia is dedicated in supporting the team… Read more »
Advisor, Manulife Securities Investment Services Inc. Insurance Representative, Arbutus Financial Services Ltd. Gerry joined the Arbutus Financial team in 2011. Gerry graduated from the University of Northern British Columbia (UNBC) in 2009 with a double major in Accounting and International Business, while obtaining a minor in Economics. Gerry worked for the Bank of Montreal for three years prior to… Read more »
Retired Advisor, Special Senior Consultant with Arbutus Financial Services Ltd. Don has retired from his client files effective April 1, 2019. He is currently on retainer with Arbutus Financial to assist in special project work and to offer his perspective and expertise to the firm. We are thrilled and fortunate to continue our association with… Read more »
Advisor, Manulife Securities Investment Services Inc. Insurance Representative, Arbutus Financial Services Ltd. Paul started his career in the financial services industry in 1987 in the management training program of Manulife Financial. His nine years of administrative, marketing and customer service support spanning three provinces prepared him well to establish his own practice in 1997. This evolved to… Read more »