{"id":123,"date":"2019-07-03T16:40:22","date_gmt":"2019-07-03T16:40:22","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/?page_id=123"},"modified":"2025-11-18T17:56:01","modified_gmt":"2025-11-18T17:56:01","slug":"meet-the-team","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/meet-the-team\/","title":{"rendered":"Meet the Team"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"123\" class=\"elementor elementor-123\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-aa7814c elementor-section-height-min-height elementor-section-boxed elementor-section-height-default elementor-section-items-middle\" data-id=\"aa7814c\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7ff288c\" data-id=\"7ff288c\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-4e2e873 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"4e2e873\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-696578b\" data-id=\"696578b\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ae1e531 elementor-widget elementor-widget-heading\" data-id=\"ae1e531\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Meet the Team<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-897d547 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"897d547\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-25763b6\" data-id=\"25763b6\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2286831 animated-slow elementor-widget elementor-widget-image\" data-id=\"2286831\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2023\/08\/Ron-Harper-1024x1024.webp\" class=\"attachment-large size-large wp-image-717\" alt=\"Ron Harper - Harper Private Wealth\" srcset=\"https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2023\/08\/Ron-Harper-1024x1024.webp 1024w, https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2023\/08\/Ron-Harper-300x300.webp 300w, https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2023\/08\/Ron-Harper-150x150.webp 150w, https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2023\/08\/Ron-Harper-768x767.webp 768w, https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2023\/08\/Ron-Harper.webp 1047w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-530c48a animated-slow\" data-id=\"530c48a\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;,&quot;animation_delay&quot;:200}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-77b0aa0 elementor-widget elementor-widget-heading\" data-id=\"77b0aa0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">T. Ron Harper<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-164a366 elementor-widget elementor-widget-text-editor\" data-id=\"164a366\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>FCSI, CIM\u00ae<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-91d9d1e elementor-widget elementor-widget-text-editor\" data-id=\"91d9d1e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Senior Investment Advisor, Associate Portfolio Manager<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-55017fa elementor-widget elementor-widget-text-editor\" data-id=\"55017fa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>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.<\/p><p>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.<\/p><p>Ron\u2019s designations also include Chartered Investment Manager (CIM\u00ae) and Fellow of CSI (FCSI\u00ae), awarded by the board of governors of the Canadian Securities Institute.<\/p><p>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\u2019 needs and objectives top of mind. The group aims to deliver exceptional client service with a personalized touch.<\/p><p>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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f6114a6 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"f6114a6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"tel:+1-236-600-5913\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-phone\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">236.600.5913<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"mailto:ron.harper@wellington-altus.ca\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-envelope\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">ron.harper@wellington-altus.ca<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.linkedin.com\/in\/ron-harper-cim-fcsi%C2%AE-a1304528\/\" target=\"_blank\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fab fa-linkedin\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">LinkedIn<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-11b6ce5 animated-slow elementor-section-boxed elementor-section-height-default elementor-section-height-default elementor-invisible\" data-id=\"11b6ce5\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-9d4793f\" data-id=\"9d4793f\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-fc7060e elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"fc7060e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1daebde elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1daebde\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-1a1a495\" data-id=\"1a1a495\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-d599c7a animated-slow elementor-widget elementor-widget-image\" data-id=\"d599c7a\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2023\/08\/Kali-A.-Peebles.webp\" class=\"attachment-large size-large wp-image-716\" alt=\"Kali A. Peebles - Harper Private Wealth\" srcset=\"https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2023\/08\/Kali-A.-Peebles.webp 800w, https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2023\/08\/Kali-A.-Peebles-300x300.webp 300w, https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2023\/08\/Kali-A.-Peebles-150x150.webp 150w, https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2023\/08\/Kali-A.-Peebles-768x768.webp 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-9c6bcaa animated-slow\" data-id=\"9c6bcaa\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;,&quot;animation_delay&quot;:200}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-089e348 elementor-widget elementor-widget-heading\" data-id=\"089e348\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Kali A. Peebles<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-35231b4 elementor-widget elementor-widget-text-editor\" data-id=\"35231b4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>CIM\u00ae, QAFP\u00ae<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-74f2649 elementor-widget elementor-widget-text-editor\" data-id=\"74f2649\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Senior Associate Investment Advisor<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4186a00 elementor-widget elementor-widget-text-editor\" data-id=\"4186a00\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>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\u2019s 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.<\/p><p>Incredibly dedicated to financial services, Kali holds the Chartered Investment Manager (CIM\u00ae) and <span style=\"font-size: 12pt;\">Q<span style=\"font-size: 10pt;\">UALIFIED<\/span> A<span style=\"font-size: 10pt;\">SSOCIATE<\/span> F<span style=\"font-size: 10pt;\">INANCIAL<\/span> P<span style=\"font-size: 10pt;\">LANNER<\/span><\/span><span data-teams=\"true\">\u2122<\/span>\u00a0(QAFP\u00ae) designations, Advanced Certificate in 3H Financial Planning\u2122 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).\u00a0<\/p><p>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.<\/p><p>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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7c87ae9 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"7c87ae9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"tel:+1-236-600-5915\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-phone\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">236.600.5915<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"mailto:kali.peebles@wellington-altus.ca\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-envelope\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">kali.peebles@wellington-altus.ca<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.linkedin.com\/in\/kali-a-peebles-cim%C2%AE-qafp%C2%AE-105032a1\/\" target=\"_blank\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fab fa-linkedin\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">LinkedIn<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-6fee463 animated-slow elementor-section-boxed elementor-section-height-default elementor-section-height-default elementor-invisible\" data-id=\"6fee463\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-80b2da3\" data-id=\"80b2da3\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ca75f04 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"ca75f04\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-0f7a68b elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"0f7a68b\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-2120c10\" data-id=\"2120c10\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3c9df16 elementor-widget elementor-widget-image\" data-id=\"3c9df16\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"801\" src=\"https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2025\/07\/David-Spencer.jpg\" class=\"attachment-large size-large wp-image-900\" alt=\"David - Spencer\" srcset=\"https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2025\/07\/David-Spencer.jpg 800w, https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2025\/07\/David-Spencer-300x300.jpg 300w, https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2025\/07\/David-Spencer-150x150.jpg 150w, https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2025\/07\/David-Spencer-768x769.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-2f722a9 animated-slow\" data-id=\"2f722a9\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;,&quot;animation_delay&quot;:200}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c72fcb4 elementor-widget elementor-widget-heading\" data-id=\"c72fcb4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">David Spencer<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bfad52a elementor-widget elementor-widget-text-editor\" data-id=\"bfad52a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Senior Associate Investment Advisor<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-16279ad elementor-widget elementor-widget-text-editor\" data-id=\"16279ad\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>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).<\/p><p>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\u2019 needs and objectives.<\/p><p>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\u2019s favourite activities include snowboarding, mountain biking, and golfing.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0a7c3b4 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"0a7c3b4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"tel:+1-236-600-5939\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-phone\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">236.600.5939<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"mailto:david.spencer@wellington-altus.ca\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-envelope\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">david.spencer@wellington-altus.ca<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.linkedin.com\/in\/david-spencer-8a5779142\/\" target=\"_blank\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fab fa-linkedin\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">LinkedIn<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-ddf4784 animated-slow elementor-section-boxed elementor-section-height-default elementor-section-height-default elementor-invisible\" data-id=\"ddf4784\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-56f0149\" data-id=\"56f0149\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-a05d685 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"a05d685\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-aee444d elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"aee444d\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-f652b50\" data-id=\"f652b50\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-42639e3 animated-slow elementor-widget elementor-widget-image\" data-id=\"42639e3\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"640\" src=\"https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2024\/05\/Sharmon-Massey.webp\" class=\"attachment-large size-large wp-image-718\" alt=\"Sharmon Massey - Harper Private Wealth\" srcset=\"https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2024\/05\/Sharmon-Massey.webp 800w, https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2024\/05\/Sharmon-Massey-300x240.webp 300w, https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2024\/05\/Sharmon-Massey-768x614.webp 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-c9f738f animated-slow\" data-id=\"c9f738f\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;,&quot;animation_delay&quot;:200}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7ab2c3e elementor-widget elementor-widget-heading\" data-id=\"7ab2c3e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Sharmon Massey<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7118f16 elementor-widget elementor-widget-text-editor\" data-id=\"7118f16\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>CEA<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e5f7baa elementor-widget elementor-widget-text-editor\" data-id=\"e5f7baa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Senior Associate<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a8750c6 elementor-widget elementor-widget-text-editor\" data-id=\"a8750c6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>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 \u2013 it\u2019s 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\u00ae) 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.<\/p><p>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.<\/p><p>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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cc55990 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"cc55990\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"tel:+1-236-599-4875\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-phone\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">236.599.4875<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"mailto:sharmon.massey@wellington-altus.ca\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-envelope\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">sharmon.massey@wellington-altus.ca<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.linkedin.com\/in\/sharmon-massey-1a8475179\/\" target=\"_blank\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fab fa-linkedin\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">LinkedIn<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-0e13369 animated-slow elementor-section-boxed elementor-section-height-default elementor-section-height-default elementor-invisible\" data-id=\"0e13369\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-144ffb4\" data-id=\"144ffb4\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-53ed8a9 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"53ed8a9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-57c1baf elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"57c1baf\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-1707c12\" data-id=\"1707c12\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-a3b2e34 animated-slow elementor-widget elementor-widget-image\" data-id=\"a3b2e34\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2025\/01\/Theresa-Larsen-headshot-copy.webp\" class=\"attachment-large size-large wp-image-761\" alt=\"Theresa Larsen - Harper Private Wealth\" srcset=\"https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2025\/01\/Theresa-Larsen-headshot-copy.webp 800w, https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2025\/01\/Theresa-Larsen-headshot-copy-300x300.webp 300w, https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2025\/01\/Theresa-Larsen-headshot-copy-150x150.webp 150w, https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2025\/01\/Theresa-Larsen-headshot-copy-768x768.webp 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-1463a1c animated-slow\" data-id=\"1463a1c\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;,&quot;animation_delay&quot;:200}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c54de86 elementor-widget elementor-widget-heading\" data-id=\"c54de86\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Theresa Larsen<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e8c1347 elementor-widget elementor-widget-text-editor\" data-id=\"e8c1347\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Associate<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-76c602b elementor-widget elementor-widget-text-editor\" data-id=\"76c602b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>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\u2019s 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.\u00a0<\/p><p>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&#8217;s many local events.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a7f5127 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"a7f5127\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"tel:+1-236-600-5943\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-phone\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">236.600.5943<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"mailto:theresa.larsen@wellington-altus.ca\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-envelope\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">theresa.larsen@wellington-altus.ca<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.linkedin.com\/in\/theresa-larsen-060686262\/\" target=\"_blank\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fab fa-linkedin\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">LinkedIn<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-a98c574 animated-slow elementor-section-boxed elementor-section-height-default elementor-section-height-default elementor-invisible\" data-id=\"a98c574\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-20ba1da\" data-id=\"20ba1da\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-73333bf elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"73333bf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-9b1fad1 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"9b1fad1\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-d56ad05\" data-id=\"d56ad05\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-75cc1d7 elementor-widget elementor-widget-heading\" data-id=\"75cc1d7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Extended Team<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-deff9fd animated-slow elementor-section-boxed elementor-section-height-default elementor-section-height-default elementor-invisible\" data-id=\"deff9fd\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-9082341\" data-id=\"9082341\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-03f6c29 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"03f6c29\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-5b17e81 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"5b17e81\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-59a300d\" data-id=\"59a300d\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-24b2f04 animated-slow elementor-widget elementor-widget-image\" data-id=\"24b2f04\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2025\/01\/Judith-Charbonneau-copy.webp\" class=\"attachment-large size-large wp-image-784\" alt=\"Image of Judith Charbonneau\" srcset=\"https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2025\/01\/Judith-Charbonneau-copy.webp 800w, https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2025\/01\/Judith-Charbonneau-copy-300x300.webp 300w, https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2025\/01\/Judith-Charbonneau-copy-150x150.webp 150w, https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2025\/01\/Judith-Charbonneau-copy-768x768.webp 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-7827da0 animated-slow\" data-id=\"7827da0\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;,&quot;animation_delay&quot;:200}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-4018f63 elementor-widget elementor-widget-heading\" data-id=\"4018f63\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Judith Charbonneau-Kaplan <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c19bc7f elementor-widget elementor-widget-text-editor\" data-id=\"c19bc7f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>LL.B., LL.M. TAX, TEP<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6f2f447 elementor-widget elementor-widget-text-editor\" data-id=\"6f2f447\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Vice-President, Advanced Wealth Planning Strategy &amp; Services<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e0d502c elementor-widget elementor-widget-text-editor\" data-id=\"e0d502c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"p2\">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\u2019s objectives must drive any plan and loves helping clients find personalized solutions to their planning needs.<\/p><p class=\"p2\">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\u2019s \u201cIn-Depth Tax Program\u201d.<\/p><p class=\"p2\">Judith graduated from the Universit\u00e9 de Montr\u00e9al with a Bachelor of Laws in civil law and a Master of Laws in taxation (jointly with HEC Montr\u00e9al). Judith is a lawyer with the Barreau du Qu\u00e9bec and a Canadian Legal Advisor with the Law Society of British Columbia.<\/p><p class=\"p2\">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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-3199b6c animated-slow elementor-section-boxed elementor-section-height-default elementor-section-height-default elementor-invisible\" data-id=\"3199b6c\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-b7e1b9a\" data-id=\"b7e1b9a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-dbe714b elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"dbe714b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-442b775 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"442b775\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-4f5ac65\" data-id=\"4f5ac65\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c328cf9 animated-slow elementor-widget elementor-widget-image\" data-id=\"c328cf9\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2025\/01\/Michael-Naito.webp\" class=\"attachment-large size-large wp-image-785\" alt=\"Image of Michael Naito\" srcset=\"https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2025\/01\/Michael-Naito.webp 800w, https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2025\/01\/Michael-Naito-300x300.webp 300w, https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2025\/01\/Michael-Naito-150x150.webp 150w, https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2025\/01\/Michael-Naito-768x768.webp 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-10f0373 animated-slow\" data-id=\"10f0373\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;,&quot;animation_delay&quot;:200}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-d8df041 elementor-widget elementor-widget-heading\" data-id=\"d8df041\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Michael Naito<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-083f998 elementor-widget elementor-widget-text-editor\" data-id=\"083f998\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>CPA, CA, TEP, CFP\u00ae<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-dd06a41 elementor-widget elementor-widget-text-editor\" data-id=\"dd06a41\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Associate Vice-President, Advanced Wealth Planning<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b4f750c elementor-widget elementor-widget-text-editor\" data-id=\"b4f750c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"p2\">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.<\/p><p class=\"p2\">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<span class=\"s2\">\u00ae <\/span>designations, Michael excels at addressing various wealth planning needs.<\/p><p class=\"p2\">Outside of work, Michael is also a facilitator for the CPA Canada \u201cIn-Depth Tax Program\u201d and serves as the Member Services Officer for the Society of Trust and Estate Practitioners (STEP) Canada Okanagan Chapter.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-ba6427a animated-slow elementor-section-boxed elementor-section-height-default elementor-section-height-default elementor-invisible\" data-id=\"ba6427a\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-335fcaf\" data-id=\"335fcaf\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ca38768 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"ca38768\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2736cbd elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"2736cbd\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-baa6e50\" data-id=\"baa6e50\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-cc75eca animated-slow elementor-widget elementor-widget-image\" data-id=\"cc75eca\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"500\" src=\"https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2025\/01\/Connie-Gale-copy.webp\" class=\"attachment-large size-large wp-image-790\" alt=\"\" srcset=\"https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2025\/01\/Connie-Gale-copy.webp 500w, https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2025\/01\/Connie-Gale-copy-300x300.webp 300w, https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/wp-content\/uploads\/sites\/178\/2025\/01\/Connie-Gale-copy-150x150.webp 150w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-624ff22 animated-slow\" data-id=\"624ff22\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;,&quot;animation_delay&quot;:200}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-8132585 elementor-widget elementor-widget-heading\" data-id=\"8132585\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Connie Gale\u200b<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-22d23b8 elementor-widget elementor-widget-text-editor\" data-id=\"22d23b8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>B.Ed, CFP\u00ae, CHS\u00ae<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-68aa4d9 elementor-widget elementor-widget-text-editor\" data-id=\"68aa4d9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Associate Vice-President, Wellington-Altus Insurance<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9f2349a elementor-widget elementor-widget-text-editor\" data-id=\"9f2349a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Connie joined Wellington-Altus in 2019 as the inaugural Manager of Insurance and is based in Winnipeg, MB. She began her journey in the wealth services industry at one of Canada\u2019s pre-eminent insurance companies and has obtained both life and investment licensing designations. She values employing a holistic approach to best serve the interests and needs of clients and has spent many years fostering strong relationships and helping clients build and manage their wealth. Connie is passionate about educating both advisors and their clients on how to effectively preserve and pass on wealth.<\/p><p>Connie graduated from the University of Winnipeg with a Bachelor of Education and holds her CFP<sup>\u00ae<\/sup> and CHS designations. She is licensed across the country to provide life, accidental and critical illness solutions through Wellington-Altus Insurance Inc.<\/p><p>Outside of work, she loves to cook, enjoys travelling and is fanatic about baseball. Between May and September, she can be found at Shaw Park with her husband Clint and daughter Madison cheering on her hometown Winnipeg Goldeyes.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Meet the Team T. Ron Harper FCSI, CIM\u00ae 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, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-123","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Meet the Team - Harper Private Wealth<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/advisor.wellington-altus.ca\/harperprivatewealth\/meet-the-team\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Meet the Team - Harper Private Wealth\" \/>\n<meta property=\"og:description\" content=\"Meet the Team T. Ron Harper FCSI, CIM\u00ae 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. 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Ron Harper FCSI, CIM\u00ae 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. 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