BSBA (Hons), CFP®, CIM®, FCSI®
Jeff is the Founder of Buskell Wealth Management, where he leads with a client-first philosophy and a commitment to building lasting, values-based relationships. With over 20 years of experience in the financial services industry, Jeff has dedicated his career to helping individuals, families, professionals, business owners, trusts, and organizations make informed decisions about their financial future.
As a registered Portfolio Manager, Jeff offers discretionary investment management, allowing him to tailor portfolios and strategies that align with each client’s unique goals, needs, and priorities. He holds multiple professional designations, including Chartered Investment Manager (CIM®), CERTIFIED FINANCIAL PLANNER® and Fellow of the Canadian Securities Institute (FCSI®) – a distinction that reflects both his professional expertise and commitment to ethical standards.
What truly sets Jeff apart is his down-to-earth, relationship-driven approach. He believes in taking the time to listen, understand, and partner with clients at every life stage – offering not just financial advice, but clarity, confidence and peace of mind. Together with his team, Jeff helps simplify the complexities of wealth through personalized financial planning, thoughtful risk management, tax optimization and a long-term perspective.
Jeff holds an Honours Bachelor of Science in Business Administration (BSBA Hons) and has completed specialized training in aging and retirement planning as both a Certified Professional Consultant on Aging (CPCA®) and Elder Planning Counselor (EPC). He is also licensed to provide insurance solutions for residents of British Columbia and Alberta.
Jeff has called Kelowna home since 1994. He and his wife feel fortunate to raise their two young children in the Okanagan Valley, where they embrace the region’s four-season lifestyle – enjoying skiing, hiking, biking and making the most of life together.
Associate
Jennifer brings over two decades of experience in administration and business management, with a strong track record of supporting high-performing teams and delivering exceptional client service.
She began her career in the telecommunications industry, where she spent 14 years in a variety of roles spanning administration, sales, and customer service. Her ability to adapt and lead in dynamic environments laid a strong foundation for her transition into the Okanagan’s vibrant wine industry. For the past seven years, Jennifer held a key role in one of the region’s leading wineries, administering offsite sales, logistics, and compliance while ensuring smooth operations and regulatory excellence across multiple channels.
Known for her strong organizational skills, approachable nature, and client-centric mindset, Jenn brings incredible experience to Wellington-Altus, where she supports the Buskell Wealth Management clientele with efficiency, care, and attention to detail.
Originally from the Kootenays, Jenn continues to hold deep ties to her roots. She has called Kelowna home for over 20 years. Jenn is a mother to two and an avid outdoor enthusiast, whether it’s skiing in the winter, hiking in the spring, or enjoying lakeside time with family in the summer and fall.
LL.B., LL.M. TAX, TEP
Vice-President, Advanced Wealth Planning Strategy & Services
Judith is based in Kelowna, BC and works with advisory teams and clients across Canada to bring innovative tax strategies and estate planning solutions to their wealth plans. Judith believes a client’s objectives must drive any plan and loves helping clients find personalized solutions to their planning needs.
Prior to joining Wellington-Altus, Judith spent over 10 years at top-tier law and accounting firms advising clients on complex tax issues. Passionate about tax and making tax planning relevant and accessible to all, she regularly prepares presentations on various tax issues and has contributed to numerous publications on selected tax topics. She has been a speaker at various Canadian Tax Foundation conferences and a facilitator and lecturer for CPA Canada’s “In-Depth Tax Program”.
Judith graduated from the Université de Montréal with a Bachelor of Laws in civil law and a Master of Laws in taxation (jointly with HEC Montréal). Judith is a lawyer with the Barreau du Québec and a Canadian Legal Advisor with the Law Society of British Columbia.
Outside of work, she is an avid runner and cyclist, and loves to explore local trails. She can often be found enjoying the outdoor mountain playgrounds that surround her home.
CPA, CA, TEP, CFP®
Associate Vice-President, Advanced Wealth Planning
Michael is based in Kelowna where he works primarily with advisory teams and their clients in interior British Columbia. Prior to joining Wellington-Altus, Michael dedicated over a decade to gaining experience and knowledge in a public practice accounting setting, primarily specializing in Canadian domestic taxation. Within this role, Michael provided domestic tax expertise to owner-managed businesses with a focus on corporate reorganizations, succession planning, and estate planning. These experiences resulted in Michael becoming a technical leader within the firm, educating both tax and non-tax professionals on timely topics to ensure they had the knowledge required to help their clients navigate the current tax and business environment.
As a CPA, CA, Michael has a strong background in Canadian income tax matters. Combined with his Trust and Estate Practitioner (TEP) and CERTIFIED FINANCIAL PLANNER® designations, Michael excels at addressing various wealth planning needs.
Outside of work, Michael is also a facilitator for the CPA Canada “In-Depth Tax Program” and serves as the Member Services Officer for the Society of Trust and Estate Practitioners (STEP) Canada Okanagan Chapter.
B.Ed, CFP®, CHS®
Associate Vice-President, Wellington-Altus Insurance
