Welcome to
We are relentless in developing sustainable investment and insurance
strategies to ensure our clients are secure for the long-term.
Our primary objective is to ensure our clients feel heard and supported
regardless of their financial position or life choices.
We take accountability for the quality of our business
operations as we acknowledge it is directly reflected in the
quality of service we offer to our clients.
Taking accountability for all actions being performed
with integrity in a trustworthy manner is a non-negotiable
for our team members and advisors.
We know that all our clients work hard
for what they have and deserve to
experience the peace of financial fulfillment
and the security of personal well-being
for the long-term.
We genuinely love learning about
our client’s stories and where they want
to be. We are committed to taking time to
cultivate a trusting relationship with you
and will work relentlessly to help you
strategically plan, invest and protect
your financial achievements.
The diversity of our team’s knowledge, life and professional experiences, allows us to support our clients
with open-minded perspectives and creative strategies.
Steve’s focus is building client relationships, understanding their needs and goals, and implementing plans to help achieve them. Whether it’s a benefits plan for your company, a financial security plan for your retirement, or an insurance plan, Steve is dedicated to helping ensure his client’s needs are met. In 1998 Steve began his career as a financial advisor. In 2010 he joined his father as a third-generation advisor at Creststone Wealth. This was a natural fit, and Steve and his team are excited about helping clients well into the future. When not enjoying time with his wife and two kids, Steve is a sports enthusiast and can be found fly fishing in the summer and skiing in the winter. He welcomes the opportunity to meet with you and learn more about how he can be of value going forward.
Gail has been in the financial services industry for almost 30 years. She started her career with The Royal Bank where she focused on executive banking and working with high net-worth clients. Gail joined Creststone Wealth in 2000 and has obtained her Certified Financial Planning (CFP) designation. Balancing a life of work and raising two girls, Gail learned how to prioritize the important things, to set goals and take steps to achieve them. While her desire has always been to help people achieve financial independence through planning, Gail’s passion is tax and estate planning. She works with clients to educate them on how to effectively manage their finances and help reduce the income tax they pay, as she believes it goes a long way to ensuring they have adequate savings for retirement and helps maximize wealth for future generations. Because there is so much information out there, Gail works with the intention of educating and is always driven by what is in the client’s best interest. She works with industry experts to present the best options for consideration and prides herself on the service she provides to her clients. Outside the office, Gail can be found spending time with family and friends and taking her dog Gus for walks. Another organization that is near and dear to her heart is the BC Children’s Hospital.
Rochelle very much enjoys helping her clients set up their financial future by putting a plan in place to achieve their goals and dreams. She started her financial career with Creststone Wealth in 2010. Rochelle works primarily with families to build an all-around unique financial plan. Finding solutions to protect or replace your household income, help you build your wealth so you can live and retire the way you want and give your child a financial head start in life. She will look at your goals for the short, mid, and longer term while coordinating income and asset protection to keep you on track. Life is busy, let Rochelle help you find solutions to your financial goals so that you can enjoy life, free from financial burden. On the personal side Rochelle enjoys time with her family and has a passion for sports. After work you can find her on the softball field, out on the water wakeboarding or up in the mountains snowboarding.
Terry joined Creststone Wealth in March of 2018. He has been a Financial Security Advisor with Great West Life as a Gold Key advisor since 1990. He also brokers with most all other Life Insurance companies in Canada. Terry also holds a Mutual funds License with Quadrus Investment Services and has been a member of Advocis, Canada’s largest association of Professional Financial Advisors since 1990. Terry is married with two children and is actively involved with coaching his children in hockey, soccer, football and baseball. They enjoy camping and being out on Lake Okanagan in the summer and up Skiing at Big White in the winters.
Bharpur began his career as a financial advisor in 1990. He earned his Bachelor Degree, major in Communication Studies in 1987 from Simon Fraser University. With over 28 years in the financial services industry, Bharpur believes in earning his client’s trust and delivering on what is promised in serving clients. Financial decisions for clients are often as much emotional as they are technical. Listening to clients need is key, this customer centric approach helps me understand their challenges and priorities because every financial situation is unique. This approach helps me to provide personalized recommendations to help achieve the clients short and long term goals. There is no greater reward than that which comes from helping others. Bharpur resides in East Vancouver with his wife Satwant and their three children. He enjoys long walks, natural recreation activities and meditation. He is an active volunteer in the Sikh community.
Lise’s approach to financial wellness is understanding her clients intrinsic needs, building lasting relationships, and applying a personalized plan to help achieve their goals. She also takes pride in educating her clients through collaborative conversations and best serving her client’s interests. Lise attended the University of Calgary studying Business Administration and Communications. She began her financial services career in the banking world working for a Big Five Canadian Bank where she specialized in investments, mortgage financing and personal lending, as well as client services before transitioning into her current role as a Financial Advisor with Creststone Wealth. Whether it’s questions regarding your retirement future, estate planning, asset protection planning or more, she is devoted to helping client’s achieve their goals. When not working, Lise likes spending time with friends and family, enjoying the outdoors, and getting to the beach as much as possible.
Tricia has worked in financial services for six years. Prior to joining Creststone Wealth in 2010, she worked in client service for a major Canadian insurance company. Tricia enjoys using her experience and industry knowledge to help Creststone Wealth’s clients.
As independent advisors, we have access to multiple insurance and
investment companies so we can choose the best solution to fit your unique needs.
This is not an exhaustive list of the companies we deal with.
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info@creststonewealth.com
210 – 5455 152nd St
Surrey, BC
V3S 5A5
250-860-8389
info@creststonewealth.com
1100-1631 Dickson Ave
Kelowna, BC
V1Y 0B5
Creststone Wealth is a financial planning, investing + insurance firm located in British Columbia, serving clients across Canada.
Insurance products, including segregated fund policies and health insurance are offered through Creststone Wealth, and Investment Representatives Stephen Cameron, Gail Winzoski, Rochelle Noren, Terry Sorensen and Bharpur Singh Gill offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.
Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.
