Bert Ponte, EPC, CFP®
Certified Financial Planner®
Bert Ponte | Springleaf Financial | Kelowna BC

We all have dreams. Whether it’s reducing debt, laying the groundwork for a great retirement, or leaving a legacy for our family, these aspirations are the motivating factors behind many of the financial decisions we make. I take pride in being the caring voice of reason when engaging clients in the planning process, because in my experience, people that have a solid plan require a lot less luck.

As a Certified Financial Planner®, Elder Planning Counselor, and business owner since 1991, I enjoy using both my education and life experience to engage clients in a "total needs approach" to planning. I particularly enjoy working with families because of the profound impact I can have on the trajectory of their lives through the creation of solid financial plans that evolve through the various seasons of life.

When I’m not in the office, you can find me traveling with my family as it adds such a rich layer to our lives. I also love anything with the word team in it so you will often find me coaching my son’s minor hockey team or cheering on my two daughters who are turning into great figure skaters. It all comes back to the importance of team work; in life, work and recreation.