Our Team

Our client’s financial well-being is paramount above everything else.

We strive continuously to help every client achieve their financial goals and dreams with the least amount of risk.

Advisors

Paul Jackson

Jason Bergen

Kirk Dzaman

Brandon Fleenor

Derek Warren

Office Support Staff

Laura Dolby, CPA-CGA

Tax and Accounting
laura@nextlevelbc.ca

Jodi Bethune

Manager of Administration
jodi@nextlevelbc.ca

Rachel Murray

Reception/Client Service
rachel@nextlevelbc.ca

Tara Messenger

Licensed Admin. Assistant tara@nextlevelbc.ca

About Us

We serve individuals, families and businesses in the Chilliwack area. Our primary goal is to help each client meet their unique financial goals.

We are never satisfied until you are.

Our Dealership

Connect with us

Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

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