Our Team

Our team provides independent, practical and results-driven strategic plans on a variety of family office aspects including Corporate Governance Assistance, Financial & Business Modelling and Ongoing Management Advisory.

Management Team

jason

Jason Netherton

Chief Executive Officer, CLU
Founder & Active Partner
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Lisa Jaffary

Chief Operating Officer, Health Trust Specialist & Active Partner
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Insure_Wealth_Kelowna_Investment_Brokerage_des_jenic_2022

Des Jenic

Chief Business Officer & Active Partner
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Insure_Wealth_Kelowna_Investment_Brokerage_darla_rae

Darla-Rae Jenic

Chief Services Officer & Active Partner
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sam

Samantha (Sam) Badminton

Chief HR and Services Officer
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jen

Jen Blanco

Administrative Assistant – Receptionist
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Sara Koch

Sara Koch

Controller
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ken

Ken Deines

Bookkeeper & Controller
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Outside Consultants

Gurpreet (Gary) Lidhar

Gurpreet (Gary) Lidhar

CPA, CA Principal, G. Lidhar CPA Inc. Chartered Professional Accountant
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Mike Frame

Mike Frame

Group Benefits Specialist & Advisor
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Bal Grewal

Bal Grewal

Lawyer at BSG LAW
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Chris Geldert

Chris Geldert

CPA, CA, Tax & Estate Consultant
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Kara Rosart

Kara Rosart

Real Estate Agent, PREC
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