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With fiercely independent thinking, our passion for what we do drives us to do more than others.  We provide absolute transparency, working tirelessly to earn your trust and keep it.

We are committed to helping you have the best possible life with the money you have. Proactively we will help you anticipate and be financially prepared for all of life’s challenges and opportunities. To build our business around transitions… not transactions. To work in a conflict-free, independent environment with no in-house products. Providing only recommendations and solutions which are in the best interest of our clients.

Brett Slutker

I am a husband and father first. My wife, Claudia, and I are the proud parents of two girls, Ashlen and Addison (I am outnumbered!). We all enjoy being active outdoors and spending time with family and friends.

My professional hockey career ended before it began and I went in another direction entirely. Within a few short years, I realized what I really wanted to do was help people… make money and spend it! That led me to where I am now, and have been for over two decades.

I’m a standing member of the Financial Planners Standards Council of Canada and the Insurance Council of BC. A Certified Financial Planner and Cash Flow Specialist, I’m passionate about working with individuals, families and business owners.

Melissa Turner

I’m a Vernon girl, born and raised, and have lived in Kelowna for many years. My husband, Dan, and I have a life we are proud of and we do our best to remind ourselves how fortunate we are to call the Okanagan home. After some hard work on a home reno, I’m presently enjoying spending time working on my classic car with my dad.

After completing my Business Admin Diploma at OUC I hit the pavement – long enough ago when a face-to-face introduction and a handshake was the norm – in search of an office I could call home. When I met Brett in the spring of 2000, we just clicked and have been a team ever since!

I am a Licensed Assistant with many years of office management experience and a focus on client relations – I am the “go-to” for client inquiries.

Claudia Slutker

I was born and raised in Kelowna and ended up marrying my paper boy over 20 years ago! I was enjoying a great career in Human Resources at Rona Home and Garden when my focus turned to being a mom. I am a Mother first but still find time to look after social media, event coordination, and the design of timely emails to go out to our partners – you!

Brett and I love the Okanagan and all it has to offer. Spending time with our family is of utmost importance, but it’s nice to be back in the workforce… a bit of the time, anyway! It’s been challenging and rewarding helping Brett build his business over the last 20 years but I truly believe the best years are ahead.

Resources & Links

PEAK – Who is PEAK Investment Services Inc.? Learn more about PEAK and its commitment to independent financial advice.

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What is a CPCA? Training that provides a new perspective on the needs of seniors and boomers.

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CFP – FP Canada ensures those it certifies meet appropriate standards of competence and professionalism through rigorous requirements of education, examination, experience and ethics.

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Please feel free to contact us for more information or to schedule a personal appointment.

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