Meet Our Team
Tony Gilbert
CFP CIM
Office: (250) 377-8663
Cell: (250) 318-3533​​​
Tony is known for his clear, client-first approach, taking the time to understand each client’s goals and keeping financial planning simple and easy to follow.
He has been in the financial services industry since 1996 and is a Portfolio Manager with Aligned Capital Partners and an independent insurance advisor.
He holds a Bachelor of Business Administration from Simon Fraser University and carries the CFP® and CIM® designations.
Outside of work, he enjoys spending time with his family, his Golden Retriever, golfing, mountain biking, and volunteering with Rotary.
Avery Gilbert
LLQP
Office: (250) 377-8663
Cell: (250) 320-3810​​​
Avery is passionate about helping individuals at the start of their financial journey, educating them on investing and the importance of having the right financial safety nets in place.
She holds a Bachelor’s degree in Human Kinetics from the University of British Columbia, is LLQP licensed and is currently completing the Canadian Securities Course. Avery plays a key role in delivering exceptional client service and keeping firm operations running smoothly.
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Outside of work, she enjoys hiking, backpacking, golfing, and spending time in the outdoors.
Dariene Andros
Office: (250) 377-8663​​​
Dariene is dedicated to ensuring clients feel supported, informed, and confident throughout their financial journey. With a solid background in client relations and customer service, she delivers a detail-oriented, client-focused approach while offering personalized support tailored to each individual’s needs.
She places strong value on clear communication, trust, and developing lasting client relationships.
Outside of work she enjoys barrel racing, horseback riding, wellness, skincare, spending time outdoors in British Columbia.
Our Partnerships
We have many strategic partnerships with other industry professionals.
Jeff operates as a fully independent financial planner and corporate insurance specialist, allowing him to provide impartial, client-focused advice without outside pressure.
He is the sole owner of First Oak Financial Inc. and holds a Bachelor of Commerce from Thompson Rivers University. He carries both the CFP® and CLU® designations and is a 5 member of the Million Dollar Round Table (MDRT), recognizing high standards of professionalism and ethics.
Jeff resides in Greater Vancouver with his wife and children.
Jeff Graham
CFP CLU
John works with independent financial advisors to support their high-net-worth clients with detailed tax and estate planning strategies.
He is the founder and principal of Wealth Strategy Group and holds a Bachelor of Commerce from the University of Alberta and a Bachelor of Laws from Osgoode Hall Law School.
Prior to founding the firm in 1998, John practiced as a tax lawyer for 15 years in Alberta and British Columbia. He is also the author of For Love Not Money.
John Askin
LLB
