TEAM

We're a boutique, Alberta-based firm that is dedicated to building long-term relationships and setting you up for financial success.

Meet our Professionals

At JV Financial, our advisors hold a broad range of professional designations, which ensure we have the expertise and experience to provide comprehensive guidance for our varied clients.

All team members work closely together to provide a high level of professional service.

Vaughn Beakhouse
Partner
CPA, CA, CFP, R.F.P., TEP
Kelly Strem
Partner
CFP, CIM, FCSI
Thom Gervais
Partner
CFP, CIM, FCSI
Abby Huang
TAX & ESTATE PLANNING SPECIALIST
CPA, CA, CFP
Braden Thomson
FINANCIAL PLANNER
CFP
Nic Smerek
FINANCIAL PLANNER
CFP, CIM, CIWM
Jen Kutt
Client Service Coordinator
Amanda Ardron
Client Service Specialist
Katya Bunchuk
Client Service Assistant
Aisha Olaniyan
Client Service Specialist

Work With Us

Let’s have a conversation about your goals and get started on a plan to achieve them.