{"id":123,"date":"2019-07-03T16:40:22","date_gmt":"2019-07-03T16:40:22","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/morcom-1-2\/?page_id=123"},"modified":"2026-03-03T21:03:54","modified_gmt":"2026-03-03T21:03:54","slug":"meet-your-team","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/morcom\/meet-your-team\/","title":{"rendered":"Meet Your 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<div class=\"elementor-element elementor-element-83cb9c1 e-con-full e-flex e-con e-parent\" data-id=\"83cb9c1\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ba94f4b elementor-widget elementor-widget-image\" data-id=\"ba94f4b\" 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 fetchpriority=\"high\" decoding=\"async\" width=\"2560\" height=\"1527\" src=\"https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2025\/10\/Meet-the-Morcom-team-Oct-2025-scaled.webp\" class=\"attachment-full size-full wp-image-2427\" alt=\"\" srcset=\"https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2025\/10\/Meet-the-Morcom-team-Oct-2025-scaled.webp 2560w, https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2025\/10\/Meet-the-Morcom-team-Oct-2025-300x179.webp 300w, https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2025\/10\/Meet-the-Morcom-team-Oct-2025-1024x611.webp 1024w, https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2025\/10\/Meet-the-Morcom-team-Oct-2025-768x458.webp 768w, https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2025\/10\/Meet-the-Morcom-team-Oct-2025-1536x916.webp 1536w, https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2025\/10\/Meet-the-Morcom-team-Oct-2025-2048x1222.webp 2048w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/>\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<\/div>\n\t\t<div class=\"elementor-element elementor-element-310fa62 e-con-full e-flex e-con e-parent\" data-id=\"310fa62\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-40cedd8 elementor-widget elementor-widget-heading\" data-id=\"40cedd8\" 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\">Excellence is not just our goal. It\u2019s our foundation.<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6073c42 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"6073c42\" 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<\/div>\n\t\t<div class=\"elementor-element elementor-element-3843378 e-flex e-con-boxed e-con e-parent\" data-id=\"3843378\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-0c19e9b e-con-full e-flex e-con e-child\" data-id=\"0c19e9b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6dc350b animated-slow elementor-widget elementor-widget-image\" data-id=\"6dc350b\" 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\/morcom\/wp-content\/uploads\/sites\/251\/2021\/03\/Darren-Morcom.jpg\" class=\"attachment-large size-large wp-image-312\" alt=\"A headshot of Darren Morcom\" srcset=\"https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2021\/03\/Darren-Morcom.jpg 800w, https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2021\/03\/Darren-Morcom-300x300.jpg 300w, https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2021\/03\/Darren-Morcom-150x150.jpg 150w, https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2021\/03\/Darren-Morcom-768x768.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<div class=\"elementor-element elementor-element-c9564bc elementor-widget elementor-widget-image\" data-id=\"c9564bc\" 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=\"400\" height=\"320\" src=\"https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2025\/08\/WPA25-Winner_Avenue-Living-Portfolio-Manager-copy.webp\" class=\"attachment-large size-large wp-image-1678\" alt=\"WPA25 Winner Avenue Living Portfolio Manager\" srcset=\"https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2025\/08\/WPA25-Winner_Avenue-Living-Portfolio-Manager-copy.webp 400w, https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2025\/08\/WPA25-Winner_Avenue-Living-Portfolio-Manager-copy-300x240.webp 300w\" sizes=\"(max-width: 400px) 100vw, 400px\" \/>\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<\/div>\n\t\t<div class=\"elementor-element elementor-element-5c1d007 animated-slow e-con-full e-flex e-con e-child\" data-id=\"5c1d007\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;,&quot;animation_delay&quot;:200}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-aa49793 elementor-widget elementor-widget-heading\" data-id=\"aa49793\" 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\">Darren K. Morcom<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8622c6e elementor-widget elementor-widget-text-editor\" data-id=\"8622c6e\" 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>\u00a0BBA, CFP\u00ae, CFA\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-05eab45 elementor-widget elementor-widget-text-editor\" data-id=\"05eab45\" 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 Wealth Advisor, Senior 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-2209e94 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"2209e94\" 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:+1-778-721-8512\">\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\">778.721.8512<\/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:darren.morcom@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\">darren.morcom@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<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-68ea8ad elementor-widget elementor-widget-text-editor\" data-id=\"68ea8ad\" 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>Darren is a Senior Wealth Advisor and Senior Portfolio Manager at Wellington-Altus Private Wealth and is the founder of his practice \u2018\u2019The Morcom Wealth Management Group\u2019\u2019. Darren began his career in wealth management in 1998 and after 19 years at his prior bank owned firm he joined Wellington-Altus Private Wealth in 2021. Darren is passionate and committed about providing effective and customized wealth management solutions to clients and their families. Through his many business contacts and access to the vast resources at Wellington-Altus Private Wealth, Darren has assembled a dedicated team devoted to helping families achieve prosperity, financial security, and personal well-being.\u00a0<\/p><p>Darren\u2019s clients also benefit from his ongoing professional development. By meeting stringent accreditation, Darren is a registered Portfolio Manager, allowing him to offer customized discretionary investment management services to private clients, institutions, foundations, and trusts.<\/p><p>Darren holds the Chartered Financial Analyst designation (CFA<sup>\u00ae<\/sup>). This global program\u2019s rigorous curriculum and work experience requirements make the CFA<sup>\u00ae<\/sup> charter one of the most recognized achievement in the global investment industry. Darren also holds the CERTIFIED FINANCIAL PLANNER<sup>\u00ae<\/sup> professional designation and a Bachelor of Business Administration (BBA) Degree from Okanagan University College and is also Life Insurance licensed through the Insurance Council of BC. Through a proven track record of success, Darren and his team have been recognized as a 5 star advisory team by Wealth Professional Canada. Originally from Saskatchewan, Darren has proudly called Kelowna home since 1997.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b3b67dd animated-slow e-flex e-con-boxed elementor-invisible e-con e-parent\" data-id=\"b3b67dd\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-32d7ebd e-con-full e-flex e-con e-child\" data-id=\"32d7ebd\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-62a021c elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"62a021c\" 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<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b9ec6dd e-flex e-con-boxed e-con e-parent\" data-id=\"b9ec6dd\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-1c32b38 e-con-full e-flex e-con e-child\" data-id=\"1c32b38\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8c842a5 animated-slow elementor-widget elementor-widget-image\" data-id=\"8c842a5\" 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\/morcom\/wp-content\/uploads\/sites\/251\/2021\/03\/Kent-Fearns.jpg\" class=\"attachment-large size-large wp-image-316\" alt=\"A headshot of Kent Fearns\" srcset=\"https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2021\/03\/Kent-Fearns.jpg 800w, https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2021\/03\/Kent-Fearns-300x300.jpg 300w, https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2021\/03\/Kent-Fearns-150x150.jpg 150w, https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2021\/03\/Kent-Fearns-768x768.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<\/div>\n\t\t<div class=\"elementor-element elementor-element-1d20891 animated-slow e-con-full e-flex e-con e-child\" data-id=\"1d20891\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;,&quot;animation_delay&quot;:200}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-76ca63c elementor-widget elementor-widget-heading\" data-id=\"76ca63c\" 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\">Kent Fearns<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1aaf8ce elementor-widget elementor-widget-text-editor\" data-id=\"1aaf8ce\" 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>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-eab1b50 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"eab1b50\" 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:+1-778-721-8514\">\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\">778.721.8514<\/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:kent.fearns@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\">kent.fearns@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<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-21f2551 elementor-widget elementor-widget-text-editor\" data-id=\"21f2551\" 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>Kent is recognized by clients and colleagues for his consistency, integrity, and depth of expertise. Since 2007, he has served families as an Investment Advisor, bringing a wealth of knowledge across all aspects of wealth management and a reputation as a trusted long-term partner.<\/p><p>His advice is grounded in both discipline and insight, giving clients confidence that their decisions are built on a foundation of honesty and sound judgment.<\/p><p>A graduate of The Colorado College with a Bachelor of Arts in economics, Kent transitioned to the financial industry after a decade-long professional hockey career in North America and Europe. His dedication, work ethic, and team-first mindset on the ice have carried through to the thoughtful and steady way he guides clients today.<\/p><p>Away from the office, Kent and his family have proudly called Kelowna home since 2007, where he continues to enjoy time on the ice and the deep connections they have built in the Okanagan.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-191cc0d animated-slow e-flex e-con-boxed elementor-invisible e-con e-parent\" data-id=\"191cc0d\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-99246f4 e-con-full e-flex e-con e-child\" data-id=\"99246f4\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-08ed4b1 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"08ed4b1\" 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<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-19d6d1b e-flex e-con-boxed e-con e-parent\" data-id=\"19d6d1b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-0820c95 e-con-full e-flex e-con e-child\" data-id=\"0820c95\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ba9d6e5 animated-slow elementor-widget elementor-widget-image\" data-id=\"ba9d6e5\" 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\/morcom\/wp-content\/uploads\/sites\/251\/2023\/11\/Emmy-Pachenski.jpg\" class=\"attachment-large size-large wp-image-1224\" alt=\"A headshot of Emmy Pachenski\" srcset=\"https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2023\/11\/Emmy-Pachenski.jpg 800w, https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2023\/11\/Emmy-Pachenski-300x300.jpg 300w, https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2023\/11\/Emmy-Pachenski-150x150.jpg 150w, https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2023\/11\/Emmy-Pachenski-768x768.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<\/div>\n\t\t<div class=\"elementor-element elementor-element-93d3ed2 animated-slow e-con-full e-flex e-con e-child\" data-id=\"93d3ed2\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;,&quot;animation_delay&quot;:200}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0d4f4c4 elementor-widget elementor-widget-heading\" data-id=\"0d4f4c4\" 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\">Emmy Pachenski<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-180a910 elementor-widget elementor-widget-text-editor\" data-id=\"180a910\" 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 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-85e2d92 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"85e2d92\" 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:+1-778-721-8515\">\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\">778.721.8515<\/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:emmy.pachenski@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\">emmy.pachenski@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<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2f3eff4 elementor-widget elementor-widget-text-editor\" data-id=\"2f3eff4\" 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>Trust begins with certainty. For clients served by the Morcom Wealth Management Group, that certainty is often found in Emmy, a primary contact for clarity, follow-through, and excellence since 2019.<\/p><p>She is dedicated to elevating every client experience, ensuring that the details behind the scenes are carried out with precision and care. Clients know that when they connect with Emmy, their needs will be met thoroughly, thoughtfully, and without compromise.<\/p><p>Drawing on her background as a Financial Services Manager, she brings diligence and an instinctive ability to simplify complexity. Her proactive, detail-driven approach allows clients to feel confident that nothing will be missed. This thoroughness and foresight have made her an essential connection point for many of the families the team serves.<\/p><p>Originally from Vancouver, Emmy now calls the Okanagan home with her young family. Her drive to learn, grow, and lead translates into the warmth and integrity she brings to every client relationship\u2014a blend of precision and trust that defines the true Morcom Wealth standard.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-070d360 animated-slow e-flex e-con-boxed elementor-invisible e-con e-parent\" data-id=\"070d360\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-7a69c0c e-con-full e-flex e-con e-child\" data-id=\"7a69c0c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-befcc18 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"befcc18\" 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<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-cd5deab e-flex e-con-boxed e-con e-parent\" data-id=\"cd5deab\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-e3140c4 e-con-full e-flex e-con e-child\" data-id=\"e3140c4\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-94ac837 animated-slow elementor-widget elementor-widget-image\" data-id=\"94ac837\" 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\/morcom\/wp-content\/uploads\/sites\/251\/2023\/11\/Joanna-Penich.jpg\" class=\"attachment-large size-large wp-image-1226\" alt=\"A headshot of Joanna Penich\" srcset=\"https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2023\/11\/Joanna-Penich.jpg 800w, https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2023\/11\/Joanna-Penich-300x300.jpg 300w, https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2023\/11\/Joanna-Penich-150x150.jpg 150w, https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2023\/11\/Joanna-Penich-768x768.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<\/div>\n\t\t<div class=\"elementor-element elementor-element-d7ef294 animated-slow e-con-full e-flex e-con e-child\" data-id=\"d7ef294\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;,&quot;animation_delay&quot;:200}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a2f969c elementor-widget elementor-widget-heading\" data-id=\"a2f969c\" 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\">Joanna Penich<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0382e0e elementor-widget elementor-widget-text-editor\" data-id=\"0382e0e\" 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>Investment 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-5bbe59f elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"5bbe59f\" 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:+1-778-721-8516\">\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\">778.721.8516<\/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:joanna.penich@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\">joanna.penich@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<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1abb503 elementor-widget elementor-widget-text-editor\" data-id=\"1abb503\" 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>Joanna has been a trusted member of the Morcom Wealth Management Group since 2012, bringing with her a strong foundation of experience and dedication. Known for her warmth and consistency, she provides clients with a steady presence and a seamless experience across every interaction.<\/p><p>As an Investment Associate, Joanna focuses on anticipating and addressing the details that matter most to clients, ensuring their needs are met with attentiveness and reliability. She takes pride in building long-lasting trust through stability and genuine connection.<\/p><p>Born and raised in the Okanagan, Joanna enjoys life with her young family. Her nurturing nature and steady approach extend beyond the office, reflecting the same care and thoughtfulness she brings to every client relationship.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6c25d4d animated-slow e-flex e-con-boxed elementor-invisible e-con e-parent\" data-id=\"6c25d4d\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-49d3721 e-con-full e-flex e-con e-child\" data-id=\"49d3721\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-42fbc4c elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"42fbc4c\" 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<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7f8594e e-flex e-con-boxed e-con e-parent\" data-id=\"7f8594e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-68330aa e-con-full e-flex e-con e-child\" data-id=\"68330aa\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e11177e animated-slow elementor-widget elementor-widget-image\" data-id=\"e11177e\" 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\/morcom\/wp-content\/uploads\/sites\/251\/2023\/11\/Haleigh-Penner.jpg\" class=\"attachment-large size-large wp-image-1244\" alt=\"A headshot of Haleigh Penner\" srcset=\"https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2023\/11\/Haleigh-Penner.jpg 800w, https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2023\/11\/Haleigh-Penner-300x300.jpg 300w, https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2023\/11\/Haleigh-Penner-150x150.jpg 150w, https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2023\/11\/Haleigh-Penner-768x768.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<\/div>\n\t\t<div class=\"elementor-element elementor-element-f0664af animated-slow e-con-full e-flex e-con e-child\" data-id=\"f0664af\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;,&quot;animation_delay&quot;:200}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c3140ba elementor-widget elementor-widget-heading\" data-id=\"c3140ba\" 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\">Haleigh Penner<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8250a36 elementor-widget elementor-widget-text-editor\" data-id=\"8250a36\" 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>Investment 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-1f8908b elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"1f8908b\" 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:+1-236-361-9562\">\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\">236.361.9562<\/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:haleigh.penner@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\">haleigh.penner@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<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ea913e1 elementor-widget elementor-widget-text-editor\" data-id=\"ea913e1\" 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>Haleigh joined Wellington-Altus Private Wealth in 2021 and quickly became known for her client-first approach. She believes the foundation of excellent service lies in building genuine relationships and goes above and beyond to create a thoughtful, personalized client experience. With her natural ability to listen and communicate clearly, Haleigh ensures every client feels not only understood but truly valued.<\/p><p>Born and raised in Kelowna, she brings a strong sense of connection to the Okanagan and a passion for strengthening community ties. Her professional growth is supported by the mentorship of her colleagues.<\/p><p>Outside the office, Haleigh leads classes at SpinCo, a local boutique spin studio. She also enjoys the outdoors and time with loved ones, drawing inspiration from the people and places that make the Okanagan home.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-cdcbb8e animated-slow e-flex e-con-boxed elementor-invisible e-con e-parent\" data-id=\"cdcbb8e\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-44ca9cc e-con-full e-flex e-con e-child\" data-id=\"44ca9cc\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f62b3ef elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"f62b3ef\" 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<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-9178964 e-flex e-con-boxed e-con e-parent\" data-id=\"9178964\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-be8f37b e-con-full e-flex e-con e-child\" data-id=\"be8f37b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-80e0995 elementor-widget elementor-widget-heading\" data-id=\"80e0995\" 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\">Additional Resources<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-e485dfb e-flex e-con-boxed e-con e-parent\" data-id=\"e485dfb\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-7b87763 e-con-full e-flex e-con e-child\" data-id=\"7b87763\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0e7d212 elementor-widget elementor-widget-image\" data-id=\"0e7d212\" 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 loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2022\/10\/Judith-Charbonneau.jpg\" class=\"attachment-large size-large wp-image-743\" alt=\"A headshot of Judith-Charbonneau\" srcset=\"https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2022\/10\/Judith-Charbonneau.jpg 800w, https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2022\/10\/Judith-Charbonneau-300x300.jpg 300w, https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2022\/10\/Judith-Charbonneau-150x150.jpg 150w, https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2022\/10\/Judith-Charbonneau-768x768.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<\/div>\n\t\t<div class=\"elementor-element elementor-element-1036f4c animated-slow e-con-full e-flex e-con e-child\" data-id=\"1036f4c\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;,&quot;animation_delay&quot;:200}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-29c6a86 elementor-widget elementor-widget-heading\" data-id=\"29c6a86\" 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\">Judith Charbonneau-Kaplan <\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-89e9eb6 elementor-widget elementor-widget-text-editor\" data-id=\"89e9eb6\" 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-18b5797 elementor-widget elementor-widget-text-editor\" data-id=\"18b5797\" 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 style=\"line-height: 15.0pt;\">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-cc9b9ab elementor-widget elementor-widget-text-editor\" data-id=\"cc9b9ab\" 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<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-77612b4 animated-slow e-flex e-con-boxed elementor-invisible e-con e-parent\" data-id=\"77612b4\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-e3fbecb e-con-full e-flex e-con e-child\" data-id=\"e3fbecb\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f85ab2d elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"f85ab2d\" 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<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-e9899be e-flex e-con-boxed e-con e-parent\" data-id=\"e9899be\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-000c9e2 e-con-full e-flex e-con e-child\" data-id=\"000c9e2\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f4c5143 elementor-widget elementor-widget-image\" data-id=\"f4c5143\" 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 loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2022\/10\/Michael-Naito.jpg\" class=\"attachment-large size-large wp-image-739\" alt=\"A headshot of Michael-Naito\" srcset=\"https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2022\/10\/Michael-Naito.jpg 800w, https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2022\/10\/Michael-Naito-300x300.jpg 300w, https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2022\/10\/Michael-Naito-150x150.jpg 150w, https:\/\/advisor.wellington-altus.ca\/morcom\/wp-content\/uploads\/sites\/251\/2022\/10\/Michael-Naito-768x768.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<\/div>\n\t\t<div class=\"elementor-element elementor-element-f0e4580 animated-slow e-con-full e-flex e-con e-child\" data-id=\"f0e4580\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;,&quot;animation_delay&quot;:200}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f88a4ff elementor-widget elementor-widget-heading\" data-id=\"f88a4ff\" 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\">Michael Naito<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d8f0cda elementor-widget elementor-widget-text-editor\" data-id=\"d8f0cda\" 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-6f36809 elementor-widget elementor-widget-text-editor\" data-id=\"6f36809\" 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 style=\"line-height: 15.0pt;\">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-7bbbfb9 elementor-widget elementor-widget-text-editor\" data-id=\"7bbbfb9\" 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<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-0da2e63 animated-slow e-flex e-con-boxed elementor-invisible e-con e-parent\" data-id=\"0da2e63\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-f589a90 e-con-full e-flex e-con e-child\" data-id=\"f589a90\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-312b199 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"312b199\" 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<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-af2366d e-flex e-con-boxed e-con e-parent\" data-id=\"af2366d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-d429d89 e-con-full e-flex e-con e-child\" data-id=\"d429d89\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1a6518c elementor-widget elementor-widget-image\" data-id=\"1a6518c\" 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\" src=\"https:\/\/advisor.wellington-altus.ca\/apex-family-wealth\/wp-content\/uploads\/sites\/144\/2022\/09\/Connie-Gale.jpg\" title=\"\" alt=\"Connie Gale\" loading=\"lazy\" \/>\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<\/div>\n\t\t<div class=\"elementor-element elementor-element-d42b2a3 animated-slow e-con-full e-flex e-con e-child\" data-id=\"d42b2a3\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;,&quot;animation_delay&quot;:200}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-20be9fd elementor-widget elementor-widget-heading\" data-id=\"20be9fd\" 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\">Connie Gale<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1dc371d elementor-widget elementor-widget-text-editor\" data-id=\"1dc371d\" 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-83f5c77 elementor-widget elementor-widget-text-editor\" data-id=\"83f5c77\" 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 style=\"line-height: 15.0pt;\">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-7d236dc elementor-widget elementor-widget-text-editor\" data-id=\"7d236dc\" 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\tConnie 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.\n\nConnie 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.\n\nOutside 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.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Excellence is not just our goal. It\u2019s our foundation. Darren K. Morcom \u00a0BBA, CFP\u00ae, CFA\u00ae Senior Wealth Advisor, Senior Portfolio Manager 778.721.8512 darren.morcom@wellington-altus.ca Darren is a Senior Wealth Advisor and Senior Portfolio Manager at Wellington-Altus Private Wealth and is the founder of his practice \u2018\u2019The Morcom Wealth Management Group\u2019\u2019. Darren began his career in wealth [&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 Your Team - The Morcom Wealth Management<\/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\/morcom\/meet-your-team\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Meet Your Team - The Morcom Wealth Management\" \/>\n<meta property=\"og:description\" content=\"Excellence is not just our goal. It\u2019s our foundation. Darren K. Morcom \u00a0BBA, CFP\u00ae, CFA\u00ae Senior Wealth Advisor, Senior Portfolio Manager 778.721.8512 darren.morcom@wellington-altus.ca Darren is a Senior Wealth Advisor and Senior Portfolio Manager at Wellington-Altus Private Wealth and is the founder of his practice \u2018\u2019The Morcom Wealth Management Group\u2019\u2019. 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