Sarah Lewis
Administrative Assistant
Sarah graduated from the University of Guelph with a degree in adult development and furthered her education with a certification in adult learning. She has over 10 years of experience in the financial services industry. Her career has focused on customer operations, business administration and training and development. She has a passion for helping clients and supporting their financial goals.
Sarah has recently relocated from London, Ontario to Kelowna. She spends her free time enjoying the outdoors either on the golf course or on the lake. Sarah finds joy in cooking and exploring new restaurants. She is looking forward to making the Okanagan her new home.
Jade Jamison
Administrative Assistant
Jade has recently relocated with her family from Saskatchewan to the Okanagan. She has spent her last 9 years professionally working for a utility in a variety of departments and roles. This has finely honed her attention to detail and passion for helping and supporting her team and clients. When not at work, she is kept busy by her young son, two demanding cats, and can usually be found at the beach. She enjoys yoga, running, documentaries, and reading books whenever she gets a free moment.