Carey Vandenberg
Carey has been serving as a Financial Planner & Advisor for people just like you since 1987. He has walked people and their portfolios through many ups and downs since then. When he’s not advising on financial and investment matters, he loves a project. Over the past couple of years he’s completely reconstructed a 16×24′ deck, gutted a master bathroom, built a sound deadening room for his drum kit and more recently, camperized a Mercedes Sprinter van from scratch (100% solar with hot water, shower, etc.), all in his spare time. Of course, downtime is needed. Usually that means at least 3 books on the go (1 at breakfast, 1 at lunch and 1 before bed). All non-fiction because , “Why read fiction when I can watch the movie in about 2 hours?”. The other off hours activities include, staying fit, learning things on YouTube, rehearsing and conversing with Beast & Fish (a 3 piece original music band he is the drummer for), skiing for a few hours (often alone) on a clear, winter day, enjoying a pint with a “craft beer snob” friend or two, talking philosophy and worldviews (which is a good part of the non-fiction reading), trying to get a smile and hug out of his 3 granddaughters or travelling with Cheryl for business and / or pleasure. There’s more but… he’d love to hear YOUR story, YOUR loves and what makes YOU tick.
Carey Vandenberg
Carey has been serving as a Financial Planner & Advisor for people just like you since 1987. He has walked people and their portfolios through many ups and downs since then. When he’s not advising on financial and investment matters, he loves a project. Over the past couple of years he’s completely reconstructed a 16×24′ deck, gutted a master bathroom, built a sound deadening room for his drum kit and more recently, camperized a Mercedes Sprinter van from scratch (100% solar with hot water, shower, etc.), all in his spare time. Of course, downtime is needed. Usually that means at least 3 books on the go (1 at breakfast, 1 at lunch and 1 before bed). All non-fiction because , “Why read fiction when I can watch the movie in about 2 hours?”. The other off hours activities include, staying fit, learning things on YouTube, rehearsing and conversing with Beast & Fish (a 3 piece original music band he is the drummer for), skiing for a few hours (often alone) on a clear, winter day, enjoying a pint with a “craft beer snob” friend or two, talking philosophy and worldviews (which is a good part of the non-fiction reading), trying to get a smile and hug out of his 3 granddaughters or travelling with Cheryl for business and / or pleasure. There’s more but… he’d love to hear YOUR story, YOUR loves and what makes YOU tick.
Cheryl
Vandenberg
Cheryl is the dot the i’s and cross the t’s person in the office. When not handling the many administrative and accounting functions (including making sure Carey hasn’t missed something as her perfective nature dictates) you will most likely find her painting. This usually done in her home studio however, she sometimes has friends over for a social painting time, attending an art class or just letting her 3 granddaughters be creative with her. Of course, a regular exercise routine, coffee, beer or wine sipping locally with friends or while traveling with Carey (trying to find unique items to put in client gift baskets), fill much of the rest. Oh.. and did I mention she cooks delicious meals to a “T”?
Jen Neufeldt
As our Account Admin Advisor, Jen manages everything from account updates and setting up monthly payments and contributions, to advising on how to maximize the benefits of tax-advantaged government accounts. Before joining us in September 2021, Jen spent years leading admin teams for dental specialists and major hotel chains – experience that shows in her calm efficiency and client-first approach. Outside the office, Jen embraces a busy and fun-filled life with her teenage kids and partner, Scott. They love cooking and golfing together, travelling, and checking out live music or foodie spots around town. A lifelong South Surrey local, Jen is happiest close to home – sharing wine with her close friend group on the deck, taking long walks in the neighbourhood forests, and connecting with her family on game nights.
Peggy Sheppard
Peggy Sheppard has been a mortgage broker and debt management strategist since 2002 and with that deep experience, advises and arranges our client’s financing needs, including Home Equity Lines Of Credit (HELOC) and Reverse Mortgages. Of course, there is more to life than work and when not crunching numbers, she is most likely busy looking for a new recipe to cook or bake or discovering some new culinary adventure to enjoy.
Chris Flynn & Steven Bovencamp
Chris Flynn & Steven Bovencamp are Carey’s two esteemed, very experienced Financial Advisor “back up team members”. They are there to take the reins (if needed), when Carey is out of town (he does the same for them). Chris & Steven can steer through the most complex financial matters and handle any financial transactions. However, because Carey likes to stay in contact all the time, if you email, you’ll probably get a reply back from him first. We didn’t put “ATTENTIVE” as our first commitment word to you, for nothing.
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