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Investment Advisor – attached to Peak Securities Inc.
Insurance Representative
Len has been in the financial services industry for more than 25 years. He works with clients on all aspects of their financial planning, investment and insurance needs. Len graduated from the University of Toronto, Victoria College with a Bachelor of Arts and has completed his Certified Financial Planner (CFP) in 1999. The CFP designation identifies individuals who are dedicated to the highest level of professionalism in providing financial planning advice. Len attained the Chartered Life Underwriter (CLU) designation in 2004. This is a designation for professionals who specialize in advanced insurance and estate planning solutions. Prior to moving to British Columbia, Len ran a successful financial planning practice in Ontario from 1996-2006 and was a Branch Manager before selling the practice and initially moving to the White Rock / South Surrey area. Len has worked for two major North American mutual fund companies. He held roles as Vice President and Regional Marketing Director with Putnam Investments and as a Regional Vice President with Invesco Trimark. Len relocated to the South Okanagan in 2011.
Len is also the Founder and an Investment Advisor (please click here).
Len is a member of Advocis (The Financial Advisors Association of Canada), a professional members association for financial advisors. Over the years, Len has worked to advance the professionalism of the industry by serving various board including:
Len lives in the Okanagan and regularly travels to the lower mainland and Ontario to meet with clients. In his spare time, he enjoys playing tennis, squash, curling, fishing, biking, gardening, and skiing. Len likes to give back to the community and volunteer. In the past, Len served as President of the White Rock Tennis Club and Treasurer of the Summerland Chamber of Commerce.
Investment Advisor – attached to Peak Securities Inc.
Administrative Assistant
Tristan Knoll has joined the Holistic Wealth practice as an Administrative Assistant. Born in 100-Mile House, his family moved to Summerland when he was six. Tristan grew up and graduated from Summerland Secondary which is right across the street from our office! He grew up watching a lot of hockey and when he wasn’t studying hard in school, he was playing soccer, basketball, ping pong and other sports with his friends.
After graduating high-school, Tristan went to UBC-Okanagan and graduated with a Bachelor of Arts with a major in Psychology. Shortly after graduation he met his now wife, Elizabeth. They have a 2 year old son, Theodore. When Tristan is not studying, working, or playing golf he enjoys spending time with his family. Tristan is currently studying to become licensed to further help the team here at Holistic Wealth to maintain a high level of service. We are very excited to have him on board.
Tristan is also an Administrative Assistant and an Investment Advisor (please click here).
Administrative Assistant
Nicole joined our team late Summer 2021 as our new administrative assistant. Nicole has 8 years experience working in the Financial Industry. Previously she worked at a Credit Union and gained experience in many different positions including three years as an administrator and internal auditor.
Nicole holds an Honors diploma in Fundamentals of Business Administration which she completed in 2016 from Sprott Shaw College.
In her free time Nicole is a certified fitness instructor in the area teaching REFIT multiple times a week. She has a passion for walking, hiking and biking. She has been active in the community volunteering at different events from the Giant’s Head Run 5K to the Grand Fondo water station. She enjoys entering events including The Giant’s Head Grind and running free fitness classes during ParticipAction month. Nicole was born and raised in Summerland.
