About

Okanagan Wealth Advisors was created by Trevor Perepolkin in 2016 as a trade name for his HollisWealth branch. The financial services industry is evolving rapidly and Trevor’s focus was on creating the financial planning company of the future. After working closely with many top financial planning teams across Canada, Trevor had a vision of what the best financial planning company of the future looked like – and made a commitment to making it happen.

Our branch has been a part of our community for almost 30 years. Sharmon Massey has been with our office for 27 of those years. We have many clients who have been with us for 20+ years. Our team has 109 years of combined experience and is committed to helping our clients realize their life’s vision and living their ideal lifestyle.

Okanagan Wealth Advisors found its new home late in 2016 when we moved our branch a few blocks up main street to the iconic Nixon Wenger building. We invite you to come visit our beautiful offices.

Trevor’s vision was anchored on four key differences:

Team Work. Having one person be responsible for all your investment, tax, estate and general financial planning just isn’t enough. Our team of six each has their own specialty, they work together on investment decisions and are more family than co-workers. In our building we also can work with BDO Canada accounting services and the full service legal firm Nixon Wenger.

Professional Designations. Designations matter. We are educated at the highest levels of our industry and are constantly learning and growing our understanding of all things financial planning related.

Following a Strict Investment Process. Emotion has no place when it comes to investment management. Rather we need to focus on logic. Of course that is easier said than done. Following a strict buy/sell process helps to remove emotion and keep you on track to reach your goals.

Following a set of Guiding Principles. Our team is passionate about providing outstanding financial planning and advice services, and to guide us in that quest, we developed our own set of guiding principles that form the core of everything we do.

Okanagan Wealth Advisors

Our Team

Trevor Perepolkin, Senior Investment Advisor HollisWealth, a division of Industrial Alliance Securities Inc. Insurance Advisor Hollis Insurance Agency

Trevor Perepolkin, CFP®, CIM®, FCSI®

Senior Investment Advisor
HollisWealth, a division of Industrial Alliance Securities Inc.
Insurance Advisor
Hollis Insurance Agency

Trevor recognized his passion for financial planning early on, receiving his CFP® (Certified Financial Planner) designation at the young age of 25. Today, he is proud to have built the team that helps ease the stress families endure with financial concerns, allowing them to get the most out of life.

Born and raised in Vernon, British Columbia, Trevor has been with his spouse for almost 10 years and has two beautiful daughters, Hana and Paige.

Trevor has always enjoyed competitive sports and in particular curling. As a skip, Trevor has won six BC championships and has travelled to compete against the best teams in the world.

Sharmon Massey, Licensed Assistant HollisWealth, a division of Industrial Alliance Securities Inc.

Sharmon Massey

Licensed Assistant
HollisWealth, a division of Industrial Alliance Securities Inc.

Recently celebrated her 27th work anniversary with Okanagan Wealth Advisors, Sharmon is committed to helping people get control of their financial lives and feel confident to go out and enjoy the best the Okanagan has to offer. She has held her securities license since 2001 and her Professional Financial Planning since 2004.

Sharmon has been married to Steve for more than 27 years and has two daughters, Mckinnley and Emma. Passions would be backpacking, hiking and traveling. Our community is very important to Sharmon and she enjoys volunteering or helping out where she can in the community such as the Christmas Kettle Program and Legion Friday night dinners. 

Raj Dhillon, BA, RFRA

Raj Dhillon, BA ECON, RFRA®

Associate Investment Advisor
HollisWealth, a division of Industrial Alliance Securities Inc.

Raj is a Simon Fraser University Alumni, Bachelor of Arts with major in Economics. He has a superior skill set in financial and wealth planning including 6+ years experience in retail banking and a former top achiever as a Senior Financial Advisor. He’s passionate to attain further accreditation, starting with Chartered Investment Manager (CIM®).

Raj is proudly Vernon born and raised. He’s married to wife Jess and proud father of two daughters, Avani (4) and Seva (1). He enjoys reading, keeping fit and travelling to name a few passions and has supported community through Paws for a Cause campaign.

 

 

 

Ross Jewell, MBA, PFP

Ross Jewell, MBA, PFP®

Investment Advisor
HollisWealth, a division of Industrial Alliance Securities Inc.

Insurance Advisor
Hollis Insurance Agency

Ross has almost 20 years experience in the investment industry with an MBA from Stanford University Graduate School of Business. He’s focused on helping clients Create, Grow, Preserve and Transfer Wealth.

Ross has lived in Vernon for 16 years and has been married to his wife Donna for more than 25 years. They have two sons Alex and Brett. He’s passionate about giving back to the community and coaching hockey. Ross is also passionate to attain further accreditation, starting with Chartered Investment Manager (CIM®).

Peter Wolgram, Insurance Advisor Hollis Insurance Agency

Peter Wolgram, CPA/CGA®

Insurance Advisor
Hollis Insurance Agency

After 15 years of working with clients on financial planning and investment management, Peter is now dedicating 100% of his time to clients as an Insurance Advisor’. As insurance advisors, the team is able to work with many major companies to find the best fit and price for clients. Having a team member dedicated to the insurance process allows for having an expert on the team and allows other team members to focus on other aspects of the financial planning process.

Peter has been married to Dianne for more than 20 years and has three kids — Regan, Luke, and Tom. Outside of the office, Peter enjoys volunteering and spending time working with his church group.

 

 

 

 

 

 

Sam Scott, Executive Assistant

Sam Scott

Executive Assistant to Raj Dhillon and Ross Jewell
HollisWealth, a division of Industrial Alliance Securities Inc.

Sam worked in retail banking for 10 years, bringing her high level of customer service skills and passion to the Okanagan Wealth Advisors Team. She is dedicated to helping people through her compassionate eye and ear, to create an exceptional experience when dealing with our company.

Sam grew up on Vancouver Island and has made Vernon her home. She enjoys spending time with three boys Kieran, Galen and Kael. She very much enjoys hiking, biking and traveling the world with her partner Trent. Exploring countries and culture, is a lifestyle that Sam is very passionate about.

Professional Designations Matter!

Trust your hard earned savings to those who have higher industry designations!

We feel very strongly about committing to the industry’s highest educational standards, not the lowest. Professional designations are orders of magnitude harder to earn than the relatively simple and quick basic licensing courses. Designations matter!

Each year, our professional designations mandate that we complete at least 30 hours of additional education to keep up with industry changes.

Trust your hard earned savings to those who have higher industry designations!

Certified Financial Planner (CFP)

Since incorporation in 1995, the Financial Planning Standards Council (FPSC) has become the premier standards-setter for financial planning in Canada, elevating the standards of the CFP® designation and establishing CFP® certification as the standard for financial planners.

Chartered Investment Manager (CIM)

Achieving and maintaining the CIM® designation demonstrates proficiency and adherence to professional standards. The CIM® designation is a first step in becoming a discretionary portfolio manager, the industry highest client standard of care. The CIM® designation is granted by the Canadian Securities Institute after a rigorous examination and application process.

Fellows of the CSI (FSCI®)

Every industry has leaders, people who go above and beyond to set new standards that others strive towards. In Canadian financial services, these people are the Fellows of the CSI (FSCI®) The FSCI® is the highest honour and most senior credential in Canadian Financial Services. It is reserved solely for and elite group of experienced financial service professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.

Fellows of the CSI (FSCI®)

A PFP® Offers More

  • Proven strategies on how to best serve your clients’ individual needs through financial planning.
  • Comprehensive knowledge of the Canadian financial planning and advice space.
  • Effective approaches to establish deeper client relationships built upon trust, credibility and superior performance.

Looking at things from a different perspective gives you a better perspective.

At HollisWealth, we approach wealth management from a different point of view. A point of view rooted in the thinking that we should have deeper relationships with advisors, investors and employees. When we do, we can provide our advisors with the tools they need to craft holistic solutions for their clients.