Who We Are

 

  

Our Team

TREVOR PEREPOLKIN, CFP®, CIM®, FCSI®

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

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. 

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, CPA/CGA®

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

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.