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  • About us

Steve lidguard - CPCA, MDRT

 Steve brings a wealth of expertise to Clients in the areas of wealth management and financial advice. With his qualifications, including the Certified Professional Consultant on Aging (CPCA) designation and membership in the esteemed Million Dollar Round Table (MDRT), Steve consistently delivers outstanding results and demonstrates his unwavering commitment to excellence. 


 

Beyond his professional achievements, Steve is deeply involved in his community. He dedicates his time and energy to coaching junior soccer, nurturing the talents and skills of young athletes and instilling in them a love for the sport. As President of the Kamloops Rec Soccer league, Steve plays a crucial role in the league's success and growth, ensuring that the community has access to enjoyable and inclusive soccer programs.


Moreover, Steve is an active participant in the ICCHA Wish fund, a charitable organization focused on raising funds for much-needed medical equipment at Royal Inland Hospital. Through his involvement, Steve showcases his genuine compassion and commitment to improving healthcare services in the community. Leveraging his financial expertise, he plays a vital role in supporting the fundraising efforts of the ICCHA Wish fund, making a tangible impact on the lives of patients and healthcare professionals.


Steve's multifaceted approach to life encompasses his career as an advisor, his dedication to coaching young athletes, and his unwavering commitment to enhancing the lives of others. His exceptional character and passion for making a positive impact shine through in all aspects of his life, showcasing his contributions to both the financial industry and the community at large.

Jody Cox

 

Jody is a dedicated professional who embarked on his business journey in 2006 and has since established himself as a highly skilled and respected individual within his field. With over 18 years of experience, Jody brings a wealth of expertise and a strong commitment to delivering exceptional service to Clients.


Jody's deep passion for Client care stems from a personal experience that profoundly shaped his perspective. Having gone through the challenging journey of caring for a sick child, he understands the importance of empathy, compassion, and meticulous attention to detail when it comes to serving his clients. This personal journey fuels Jody's drive to make a positive impact on the lives of others and provide them with the support they need.


When he's not immersed in his professional endeavors, Jody finds joy and relaxation in two of his favorite pastimes: playing hockey and spending quality time with his family. As an enthusiastic hockey player, he thrives in the competitive atmosphere of the game and enjoys the camaraderie built with his teammates. Jody finds solace and inspiration on the ice, where he channels his determination and team spirit.


Family is at the core of Jody's values, and he understands the importance of nurturing strong relationships and creating lasting memories. He cherishes the time spent with his loved ones and makes it a priority to create meaningful experiences together. Whether it's boating trips, family gatherings, or simply enjoying leisurely activities, Jody consistently places the well-being and happiness of his family above all else.


Jody Cox's dedication to Client care, honed through personal experiences, along with his passion for hockey and commitment to his family, make him a remarkable individual who brings a unique perspective and unwavering excellence to his professional and personal life.

Jennifer Betts

 

With an extensive background of over 25 years in customer service and sales, Jennifer is a valuable asset to the team.


Her aptitude for cultivating enduring client relationships across diverse industries reflects her natural nurturing abilities. Jennifer prioritizes individual client needs, believing each client is unique and deserving of personalized attention and care.


At the heart of Jennifer's values lies Family. Having raised four children with her husband, she now relishes the role of a grandparent. Maintaining a healthy work-life balance has been a driving force for Jennifer, prompting her move to Kamloops in pursuit of a more fulfilling lifestyle. She cherishes moments with her loved ones, engaging in activities such as cooking, gardening, and exploration.


Dedicated to delivering exemplary client care and advocating for a harmonious life, Jennifer finds resonance with the team's values on every level. Her presence ensures that clients receive unparalleled dedication and support in achieving their financial well-being.


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