Trevor NelsonCPA, CA, CFP®, CIM®

Investment Advisor

Trevor is the founding partner of Stewart Thomas Wealth Management, a distinguished Wealth Management firm established in 1994. He graduated from UBC (B.Comm.) and holds professional designations as C...
Read more

Dave MacIver

Investment Advisor

Dave’s career in financial planning began with Manulife Financial 31 years ago. In addition to Manulife, over the past 20 years, Dave has held the position of District Vice President with two of Canad...
Read more

Marc Burchell

Marketing Consultant

Marc joined Stewart Thomas Wealth Management as a consultant in 2010 bringing with him over 35 years of domestic and international business experience. As a senior executive with major Canadian corpor...
Read more

Alia Marchment

Administrative Assistant

Alia moved to Penticton from Kelowna in 2005 and she shares her life with her partner and their clan of animals. Her 20 year career with several successful Okanagan businesses has revolved around clie...
Read more