Our Team

Our current team includes our Financial Planners, Collin Ludwar & Monique Bogaardt and our office staff Jessica Haskins and Trina Davidson.

We still have a great relationship with our past planners Tim Affolter & Debbie Perepolkin

Collin Ludwar, CFP

Financial Planner

Collin graduated from the University of Victoria in 2001, with a Bachelor of Commerce Degree, receiving prestigious awards of excellence in Economics and Entrepreneurship.  He began his career as a financial advisor with Freedom 55 Financial, in Victoria and then decided to come back to his roots in the Kootenays. 

In 2004, he joined the team at The Affolter Financial Group Inc. and within a few short years, became an owner/partner and President of the firm.  Collin has earned several designations such as the Certified Financial Planner designation and the CHS (Certified Health Specialist).  Over the past several years, Collin has attracted the attention of high net worth clients, professionals and business owners.  He is keen and passionate, with a deep understanding of how to maximize his clients’ wealth by offering full-service financial and business planning with unique strategies and solid advice.

Monique Bogaardt , CFP

Financial Planner

Monique Bogaardt entered the financial profession in 2005 and was instrumental in creating improvements and efficiencies in her organization, servicing the vast client base and striving for personal excellence and the overall growth of the firm.

In early 2015, Monique earned her Certified Financial Planner designation. Since then, she has worked with clients during pivotal times in their lives such as retirement, death of a family member, children attending post-secondary and other life-changing decisions. She also has a deep understanding of the unique demands, concerns and issues of business owners and professionals, and can provide solid advice and financial strategies for all.

Monique is a member of the Financial Planning Standards Council and Advocis. She has been very active in her community over the years as a Parent Advisory Council member, Sports Team Manager, and other various fundraiser committees.

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