Our team

At Springleaf Financial, we believe in leveraging our collective experiences in the creation of customized financial plans for our clients. We do this by working closely with our clients, ensuring that we clearly understand where they are, and where they want to be, as they navigate through the various seasons of life. In our experience, those who follow a well defined financial plan generally require a lot less luck to attain their hopes and dreams in life.

Bert Ponte | Springleaf Financial | Kelowna BC
Bert Ponte, EPC, CFP®
Certified Financial Planner®
250-718-7232 ext. 2

Full Bio

“What you get by achieving your goals is not as important as what you become by achieving your goals.” Henry David Thoreau
Roberta McIntyre | Springleaf Financial | Kelowna BC
Roberta McIntyre, PFP
Personal Financial Planner
250-718-7232 ext. 6

Full Bio

“We make a living by what we get, but we make a life by what we give.” Winston Churchill
Shane Trusz | Springleaf Financial | Kelowna BC
Shane Trusz, EPC
Elder Planning Counselor
250-718-7232 ext. 1

Full Bio

“Hardships often prepare ordinary people for an extraordinary destiny.” C.S. Lewis
Katrina Patterson | Springleaf Financial | Kelowna BC
Katrina Patterson, CFP®, CLU, FMA
Certified Financial Planner®
250-718-7232 ext. 7

Full Bio

“Our dreams, goals and ideas come from our values…if what we are doing does not come from what we care about most in life, it is meaningless.” G. Lynne Snead
Neil Daponte | Springleaf Financial | Kelowna BC
Neil Daponte
Financial Security Advisor
250-718-7232 ext. 5

Full Bio

“Attitude is everything and people make the difference.” Author unknown
Landon Orr
Financial Security Advisor
250-718-7232 ext. 3

Full Bio

“If you are working on something exciting you really care about, you don’t have to be pushed. The vision pulls you.” Steve Jobs
Stacie Gray
Stacie Gray
Marketing Associate
250-718-7232 ext. 4

Full Bio

“Don’t judge each day by the harvest you reap, but by the seeds that you plant.” Robert Louis Stevenson
Susan Coderre
Susan Coderre
Marketing Associate
250-718-7232 ext. 8

Full Bio

“Whether you think you can, or think you can’t… you’re right.” Henry Ford