Travis Koivula, CFA, CFP, CIM, FCSI, CSWP's Linkedin Analytics

📈 Growing up in Kamloops, I would watch BNN at the kitchen table.  While at University for Engineering, I started reading “One Up On Wall Street” by Peter Lynch and “Buffett, The Making Of An American Capitalist,” and knew that I was destined to work in the finance field. 👨‍🎓 20 years ago, I graduated with my Engineering degree and entered the investment world to help clients make better financial decisions and live with fewer regrets.  📕 With a love of reading and a book always in my face, I have embraced learning and honing my skills to bring the most current and impactful information to small business owners.  Not surprisingly, I have found a niche with Engineers as we all have been through the iron ring ceremony.  ❤️ I have been blessed with a beautiful and supportive wife, Alea, and two energetic kids, Denver and Journey.  Every day is an adventure, and we embrace the wild and crazy moments of raising elementary-aged children. ⚽️ Over the years, I have been fortunate to have great leaders who helped shape who I am. With a duty to pay it forward, you can find me coaching my daughter’s soccer team, leading my son's Cub Scout group, or signing up for whatever other extracurricular activities they are involved with. 🤝 Our team works with a select group of investors to deliver a high-touch, personal and detailed generational wealth planning experience.  We have long-term and close relationships with our clients to help them navigate the financial world.