Finance

(Accounting, Bookkeeping, Investment, Insurance, Mortgages, Taxes)

Finance

(Accounting, Bookkeeping, Investment, Insurance, Mortgages, Taxes)

Holly Vipond

CFP (Certified Financial Planner)

Achieving financial security is a struggle for many families and business owners, and that struggle is compounded by a lack of quality information and guidance. This can affect every other aspect of their lives, creating stress and anxiety. Holly helps her clients take control of their finances, allowing them to focus on doing what they do best and to feel good about where they are headed. Holly loves being a part of this process for her clients!

Carla Lazar

Hi, I’m Carla I live and work in the Tri-cities area here in beautiful BC, I am a mom of two little boys and one crazy rescue pup from Mexico. I have over 20 years of experience in the customer service and event industry and I understand the importance of attention to detail and exceptional service.

Theresa Szeto

Cheryl Cook

After a 5 yr journey into home ownership as a single working female I want to use my knowledge attained from 14 yrs in the financial services industry to show my clients that their home ownership goals can be a reality. Through working with RBC's biggest mortgage provider and over 20 unique lenders I'm able to help Canadians with purchases, switches, refinances, construction draw mortgages, and home equity lines of credit. I love saving my clients money and taking the stress out of home financing by running all the numbers for them and look forward to meeting you!

Emily Verde, CFP

I've worked in Financial Services for 10 years now and I've noticed that many of us put off our financial planning thinking we'll get around to it later. Unfortunately, the statistics show that the longer we wait to get started, the more sacrifices we'll have to make down the road to achieve our goals. I love helping my clients with a clear financial strategy that incorporates tax optimization, risk management, retirement & legacy strategies. Having the trust of my clients is a great honor and responsibility, and I promise to

always use my expertise to do what's in their best interests.

Taline Bedakelian

I am deeply committed to empowering entrepreneurs in establishing and expanding thriving, prosperous businesses. The reciprocal relationship of giving and receiving nurtures a sense of interconnectedness and community, fostering mutual growth and empowerment for both myself and those I have the privilege to serve. Nothing gives me a greater sense of accomplishment as knowing that I have in some way (however small) contributed to the success and sustainability of a woman-owned business in today's competitive
landscape.

Holly Vipond,

CFP (Certified Financial Planner)

Achieving financial security is a struggle for many families and business owners, and that struggle is compounded by a lack of quality information and guidance. This can affect every other aspect of their lives, creating stress and anxiety. Holly helps her clients take control of their finances, allowing them to focus on doing what they do best and to feel good about where they are headed. Holly loves being a part of this process for her clients!

Carla Lazar

Hi, I’m Carla I live and work in the Tri-cities area here in beautiful BC, I am a mom of two little boys and one crazy rescue pup from Mexico.

I have over 20 years of experience in the customer service and event industry and I understand the importance of attention to detail and exceptional service.

Theresa Szeto

Emily Verde, CFP

I've worked in Financial Services for 10 years now and I've noticed that many of us put off our financial planning thinking we'll get around to it later. Unfortunately, the statistics show that the longer we wait to get started, the more sacrifices we'll have to make down the road to achieve our goals. I love helping my clients with a clear financial strategy that incorporates tax optimization, risk

management, retirement & legacy strategies. Having the trust of my clients is a great honor and responsibility, and I promise to always use my expertise to do what's in their best interests.

Cheryl Cook

After a 5 yr journey into home ownership as a single working female I want to use my knowledge attained from 14 yrs in the financial services industry to show my clients that their home ownership goals can be a reality. Through working with RBC's biggest mortgage provider and over 20 unique lenders I'm able to help Canadians with purchases, switches, refinances, construction draw mortgages, and home equity lines of credit. I love saving my clients money and taking the stress out of home financing by running all the numbers for them and look forward to meeting you!

Taline Bedakelian

I am deeply committed to empowering entrepreneurs in establishing and expanding thriving, prosperous businesses. The
reciprocal relationship of giving and receiving nurtures a sense of interconnectedness and community, fostering mutual growth and empowerment for both myself and those I have the privilege to serve. Nothing gives me a greater sense of accomplishment as knowing that I have in some way (however small) contributed to the success and sustainability of a woman-owned business in today's competitive landscape.

What client say about us

More than doubled my income!

I have been working with Cheryl since March 2020. Since meeting Cheryl and implementing her weekly instruction, my income has more than doubled. Her accountability groups have helped me set goals, then break those goals into weekly “must dos”. Because we meet as a group, I am held accountable to do the work, and this has taken my business to a place it has never been. I will be forever grateful to Cheryl for her continuous encouragement and spurring on. My life will never be the same.

~ Larina Bouwman

Grateful!

Feb 2018 I was connected with RWIB and Cheryl. It has been great connecting and reconnecting and building friendships with other amazing women in business.

Lots of times we think we are in the right spot/time in our lives not realizing that there is more growth to complete before becoming an even better you. The last 2 years have been exactly that for me. As a result of RWIB and Cheryl, I have experienced such growth making a more secure and confident woman. I have seen this effect on multiple women.

Cheryl comes from a place of love and you feel it. No judgment, serving you where you are at. I feel beyond blessed to have met Cheryl and to be a part of RWIB.

~ Shannen Rispin Baker

What client say about us

More than doubled my income!

I have been working with Cheryl since March 2020. Since meeting Cheryl and implementing her weekly instruction, my income has more than doubled. Her accountability groups have helped me set goals, then break those goals into weekly “must dos”. Because we meet as a group, I am held accountable to do the work, and this has taken my business to a place it has never been. I will be forever grateful to Cheryl for her continuous encouragement and spurring on. My life will never be the same.

~ Larina Bouwman

Grateful!

Feb 2018 I was connected with RWIB and Cheryl. It has been great connecting and reconnecting and building friendships with other amazing women in business.

Lots of times we think we are in the right spot/time in our lives not realizing that there is more growth to complete before becoming an even better you. The last 2 years have been exactly that for me. As a result of RWIB and Cheryl, I have experienced such growth making a more secure and confident woman. I have seen this effect on multiple women.

Cheryl comes from a place of love and you feel it. No judgment, serving you where you are at. I feel beyond blessed to have met Cheryl and to be a part of RWIB.

~ Shannen Rispin Baker