Tamara had seven years of experience as an Assistant to the Advisors of CBA Wealth prior to making the move to be a Financial Planner in 2014.


Professional Designations:  Certified Financial Planner (CFP)              

Industry Memberships:        Financial Planning Standards Council


​twhite@cbawealth.com



Shawn primarily serves Business Owners, Professionals, and Seniors who are looking for unbiased and holistic financial advice. He is committed to minimizing the bias and conflict found in many areas of Canadian Financial Services. Shawn has partnered himself with Industry Specialists in each of the various financial disciplines to deliver the best possible advice to his clients and is committed to providing the highest standards of professionalism.


Specialty: Investments, Insurance, Estate Planning, Buy/Sell Funding, Employee Benefits and Group Retirement
Professional Designations: Certified Financial Planner (CFP), Certified Professional Consultant on Aging (CPCA)                     
Industry Memberships: Advocis, the Finanacial Advisors Association of Canada, Financial Planning Standards Council  


shawn@cbawealth.com

                                          

OUR TEAM


Ryan is a Founding Partner and has successfully provided financial guidance to a broad range of individuals and corporations in Western Canada. He presents financial seminars for government, corporations, and has taught the CFP courses for a local community college.


Specialty: Taxation, Estate and Succession Planning, Investment Planning
Professional Designations: Certified Financial Planner (CFP), Tax and Estate Practitioner (TEP), Certified General Accountant (CGA), Chartered Life Underwriter (CLU)            
Industry Memberships:  Financial Planning Standards Council, Advocis, the Financial Advisors Association of Canada, The Institute for Financial Education, Society of Tax and Estate Practitioners, Recognition-Fellow of FPSC


rbeebe@peakgroup.com    

      

Ryan Beebe

Diane Marsh


Pat has 20 years of experience as an insurance advisor and independent broker.  Pat enjoys working with business owners and families.

Specialty:  Life, Disability, and Critical Illness Insurance, Corporate Buy/Sell Insurance for Partners, Keyman and Risk Management, Strategies for Business Owners, Employee Benefit Consultation and Estate Planning


Professional Designations:   Bachelor of Commerce 

                                             Certified Financial Planner (CFP)
Industry Memberships:          Financial Planning Standards Council


pslocombe@peakgroup.com


Tamara White


Diane has over 20 years of experience in the Financial Services industry. She brings a wealth of knowledge and expertise to her role as financial planner. She continually builds on her expertise to provide the highest quality financial advice and planning. Her on-going commitment to continuing education ensures she is always up-to-date in her profession.


Specialty: Financial Planning with a particular interest in investment, retirement, and estate planning
Professional Designations: Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Divorce Analyst (CDFA)   Industry Memberships: Advocis, the Financial Advisors Association of Canada, Association of Collaborative Family Professionals, Financial Planning Standards Council


dmarsh@cbawealth.com


Jamie is nearing 20 years of experience as a financial planner and has successfully assisted many families achieve their financial goals. His proven process will help you to begin retiring today. Jamie presents financial seminars to corporations and their employees.


Specialty:                            Investment and Retirement Planning, Tax Minimization and Private Wealth Management

Professional Designations:  Certified Financial Planner (CFP)                  
                                            Financial Management Advisor (FMA)
                                            Canadian Investment Manager (CIM)

Industry Memberships:         Financial Planning Standards Council



​jgraham@cbawealth.com

Jamie Graham

Pat Slocombe


Nina joined CBA Wealth in 2011. As office manager, she has extensive experience in all aspects of office administration and customer service.


npowell@cbawealth.com








Shawn Lantz

Nina Powell