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. 103

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. 105

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. 117

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. 114

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, QAFP®
Qualified Associate Financial Planner™
250-718-7232 ext. 104

Full Bio

“Attitude is everything and people make the difference.” Author unknown
Landon Orr, CFP®, CHSTM
Certified Financial Planner®
Certified Health Specialist TM
250-718-7232 ext. 118

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
Tanner Hassell
Tanner Hassell, BBA, CFP®, CIM
Certified Financial Planner®
250-718-7232 ext. 113

Full Bio

“Success is a journey, not a destination. The doing is often more important than the outcome.” Arthur Ashe
Ty Trusz
Financial Security Advisor
250-826-4230

Full Bio

“You're only one decision away from changing your life forever.” Alex Hormozi
Lacey Krist
Lacey Krist
Executive Assistant
250-718-7232 ext. 101

Full Bio

“In life, unlike chess, the game continues after checkmate.” Isaac Asimov
Kim Evans| Springleaf Financial | Kelowna BC
Kim Evans
Executive Assistant
250-718-7232 ext. 102

Full Bio

“Do not go where the path may lead, go instead where there is no path and leave a trail.” Ralph Waldo Emerson