Our Team

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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

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Paul Jackson
BA, CFP, CLU, RHU
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Jason Bergen
CFP

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Kirk Dzaman
EPC

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Brandon Fleenor
CFP
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Derek Warren
Associate Advisor

Office Support Staff

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Laura Dolby, CPA-CGA

Tax and Accounting
laura@nextlevelbc.ca
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Jodi Bethune

Manager of Administration
jodi@nextlevelbc.ca
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Rachel Murray

Reception/Client Service rachel@nextlevelbc.ca
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Tara Messenger

Licensed Administrative Assistant
tara@nextlevelbc.ca