Cathie Hurlburt, R.F.P., FMA, CFP, CLU®, CHS

Senior Financial Planner
Chartered Financial Divorce Specialist

Cathie’s primary role is to help her clients understand their options, and to guide them, with the wisdom of experience, in the direction that will take them where they want to go.

"Financial planners do much more than manage your investments; our real value is in our advice. We look ahead to see what's coming next, and divide the preparations into manageable chunks. We also ask, “What are the potential consequences – good and bad – of your options?” Oh, and before you make a decision, call me first."

A compulsive explainer, Cathie writes everything down on a big Smart Board in her office, shows clients websites, graphs and charts, and won’t let them leave until she really believes that they “get the whole picture”!

She has a particular interest in helping people through life transitions, especially divorce, which can be fraught with emotions, challenges and difficult choices.

She says that the value she and her team provide is “the understanding of what details to pay attention to and how to prioritize them, what to discard; to see what possibilities exist, to figure out how the various pieces of information connect, and to separate facts from emotions.”

She also adds, “Sadly, wisdom doesn’t always come along with information!”

Fast Facts:

  • Senior Financial Planner
  • CFP, CLU, R.F.P., FMA, FDS, BBA (Hons.)
  • Former Faculty: BCIT School of Business, Financial Planning Instructor
  • Member: Advocis, and Institute of Advanced Financial Planners
  • Co-author: Book for financial professionals
  • Industry Trainer: How to improve professional planning services
  • Former National Board Member: Canadian Association of Financial Planners (now Advocis), and Financial Planners Standards Council

Service Summary

  • Financial planning
  • Transition planning: Divorce advice and post-divorce re-establishment, job severance, sudden death of a family member
  • Investment planning
  • Tax planning and tax preparation
  • Will and estate planning
  • Retirement planning

Michael Berton, FMA, CFP®, CLU®, CHS

Senior Financial Planner
Retirement Consultant

Mike’s primary role is to guide his clients and their families through their transition into retirement, and through the next stages of their lives.

Do you have questions about your retirement financial plan, how to manage your investment withdrawals, services for seniors, estate issues, or how to help your family understand your financial decisions?

Mike teaches his clients and their families the reasons behind his recommendations. He also teaches other financial planners. He has been on the faculty with BCIT and Trinity Western for many years, and is active with Advocis and the Institute of Advanced Financial Planning.

His experience and interests are diverse! He has worked within a wide variety of jobs ranging from logging camp “flunky” to journalist to professional classical musician (Bassoon) – so he knows something about the value of hard work and concentrated effort.

Make sure to ask him about the garden-scale train set in his backyard. He loves sailing in Georgian Bay, too! However, don’t ever mention “ABBA”… ever.

Fast Facts:

  • Senior Financial Planner
  • CFP, CLU, R.F.P., RLU, FMA
  • Certificate in Working with an Aging Population, B.Mus.
  • Author, speaker and trainer for financial planners
  • Advocis: Chair, FORUM Magazine Editorial Advisory Committee; Vancouver Financial Planning School: Past Chair

Service Summary:

  • Comprehensive financial planning
  • Retirement
  • Client education
  • Risk management
  • Investment and de-investment strategies
  • Tax planning
  • Work with families to help them understand their elders' financial decisions

Mike appreciates the wisdom of:

“As longa, vita brevis”

or in English: “Life is short, the art long”

-Hippocrates, c. 460-357 BC

Russel Jarvis, CFP®

Financial Planner
Financial Advisor

Russel joined the financial industry in 2015. Since then he has worked in a number of roles including loans officer, portfolio management and financial advisor. In addition to his commitment to provide holistic financial planning advice he is licensed to provide both mutual fund and personal insurance products. Most of all, Russel’s passion is to help families and individuals in making well-informed financial decisions with understanding and confidence. 

 

Services offered include comprehensive financial planning, retirement planning, client education, business transitioning, risk management, investment and income strategies, tax preparation and working closely with clients to identify and achieve their goals.

 

Credentials

Certified Financial Planner®

 

About Russel

During university, Russel lived in the Okanagan and in his time there, he discovered his interests for winter activities which include snowmobiling and ice fishing. In his spare time, you may find him hiking or snowboarding at one of our local BC mountains or tucked away in his garage working on his car restoration project.

Irma Mattes, CFP®, EPC

Financial Advisor

Irma Mattes is our Associate Financial Planner.  She brings to our team an extensive background in financial planning.  She is a Certified Financial Planner® (CFP®) professional, holds the Financial Management Advisor (FMA) and Elder Planning Counselor (EPC) designations. Over the years, Irma has worked at a number of financial institutions and professional firms. We are thrilled to have experienced hands on deck. Irma assists us with investment analysis, financial plan preparation, tax and, in some cases, client meetings. She is a licensed representative and is available to assist you with both your investments and insurance products when Cathie and Mike are unavailable.

Sophie Carter

Executive Assistant
Assistant to Cathie Hurlburt

Sophie Carter works closely with Cathie Hurlburt as an executive assistant. 

 

Since her arrival in Canada from London UK, Sophie found her passion in the financial industry in December 2018. Originally an exempt market representative, she later became licensed to advise on mutual funds and is actively working towards her Certified Financial Planner® designation and her Life, Accident and Sickness license. Sophie's goal is to assist clients understand the more complex areas of the industry to better obtain their financial goals and assist them in making their financial decisions.

Sophie’s passions include traveling which she has done for the past several years and all the outdoor activities that BC has to offer.

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