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FCSI, CIM®
Senior Investment Advisor, Associate Portfolio Manager
A Manitoba native, Ron launched his meaningful career with a move to Alberta for his Royal Canadian Mounted Police (RCMP) posting, where he proudly served Canadians and their communities for over five years.
With a major life change on the horizon, Ron and his family relocated to the beautiful Okanagan Valley in British Columbia, where he successfully transitioned from the public service sector to financial services. He completed the Canadian Securities Course (CSC) with honours and joined a prominent independent financial services company. A few short years later the firm was acquired by a major bank. Ron was appointed to branch manager and later, vice president, where he advised high-net-worth individuals, families, and organizations.
Ron’s designations also include Chartered Investment Manager (CIM®) and Fellow of CSI (FCSI®), awarded by the board of governors of the Canadian Securities Institute.
Ron believes in the importance of business integrity and that long-term business relationships are to be built on trust and authenticity. With a talented team of professionals by his side, Harper Private Wealth provides comprehensive financial and estate planning with clients’ needs and objectives top of mind. The group aims to deliver exceptional client service with a personalized touch.
Outside the office, Ron enjoys spending time with his wife, three daughters, three grandsons, and two granddaughters. He stays active by golfing, snowboarding, flying, and appreciating all the Okanagan lifestyle offerings.
CIM®
Senior Associate Investment Advisor
Kali kick-started her career in financial services at the young age of 17 with an independent financial services company. With over two decades of extensive industry experience, she joined Ron at one of Canada’s Big Six bank-owned wealth management firms and had the opportunity to be mentored by him. This further ignited her passion for wealth and retirement planning.
Incredibly dedicated to financial services, Kali holds the Chartered Investment Manager (CIM®) designation, Advanced Certificate in 3H Financial Planning™ with distinction and certificates in Advanced Investment Advice, Advanced Financial Services and Retirement Strategy (CRS). Other courses Kali has completed include Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), Investment Advisors Training Program (IATP), Wealth Management Essentials (WME), Advanced Investment Strategies (AIS), Portfolio Management Techniques (PMT), Financial Planning Supplement (FPSU), and Advanced Retirement Management Strategies (ARMS). Kali is also in the process of obtaining the Certified Financial Planner (CFP®) designation.
At Harper Private Wealth, Kali works closely with Ron and their clients on all financial, wealth, and estate planning needs while managing daily operations. She takes pride in creating a full wealth planning experience for clients, taking the time to understand their personal values, goals, and specific needs to develop a retirement plan. Kali thoroughly constructs, analyzes, and monitors portfolios. Once a plan is in place, she continues working alongside clients to help them achieve their long-term financial goals to enjoy a successful retirement and leave a lasting legacy.
Growing up in Vernon instilled a deep love for the sun, sand, and surf. Kali and her husband, Jeff, enjoy international travel, stand-up paddle boarding, volleyball, golfing, and hiking the local mountains with their Goldendoodle, Murphy.
Associate Investment Advisor
After 15 years in the luxury hospitality industry in Whistler, David transitioned to wealth management, putting his long-time passion for investing to work. He successfully completed the Canadian Securities Course (CSC) with honours, Conduct and Practices Handbook Course (CPH), Wealth Management Essentials (WME), Financial Planning Supplement (FPSU), and Investment Advisors Training Program (IATP).
Primarily focusing on retirement and estate planning for clients, David analyzes and monitors portfolios and manages daily account administration. He plays a key role in the portfolio review process and works closely with the team to meet clients’ needs and objectives.
David is happy to once again be living back in his hometown of Vernon with his beautiful wife, Laura, and their two sons, Evan and Brodie. With a love of the outdoors, the family’s favourite activities include snowboarding, mountain biking, and golfing.
CEA
Senior Associate
Sharmon joined Harper Private Wealth in April 2024 with a wealth of financial knowledge and experience having learned the business from the ground up since 1991. She takes her work very personally – it’s always more than just a job to her! Over the years, Sharmon has been dedicated to furthering her knowledge by completing a multitude of industry specific courses, including the Canadian Securities Course (CSC®) and Professional Financial Planning course (PFP). Her passion for settling estates and helping clients and their families navigate all the details with kindness and empathy led her to obtaining the Certified Executor Advisor (CEA) certification through the Canadian Institute of Certified Executor Advisors (CICEA) in 2021.
Leading our administrative team, Sharmon works alongside Theresa to ensure that our valued clients receive the first-class service we always strive to provide. Sharmon assists our clients and team with all their administrative needs from account openings, money movements, tax season assistance and everything in between. Due to her extensive background, she has become a valuable resource for our clients.
Growing up in Mcbride, BC before moving to Vernon at the age of 18 and meeting her husband, Steve, Sharmon gained a love for outdoor adventure which she shares with Steve and their two beautiful grown daughters, Emma and Mckinnley. When not in the office, Sharmon spends time with Steve and her family backpacking, camping, hiking, biking, golfing, snowshoeing and taking in all the amazing things the Okanagan has to offer. She has a huge appreciation and love for where we live.
Associate
Theresa joined Harper Private Wealth in June 2022 with an extensive background in customer service, management, and administration. She is a dedicated individual who looks forward to enhancing your experience as a client by providing friendly, efficient service. Theresa’s managerial and customer service background and her many duties as an Associate keep our office running smoothly and ensures that our clients have peace of mind when they have general administrative needs.
Originally from Winnipeg, Manitoba, Theresa moved west to British Columbia with her two children, Kacie and Kris in 1986 and eventually settled in Vernon in 1992. Drawn to the Okanagan by the beauty of its four seasons, Theresa spends her spare time enjoying all that the Valley has to offer. She is an avid animal lover who enjoys ceramic painting, gardening and participating in our community’s many local events.
