Member of Advocis & MDRT
President / Insurance Advisor
Tricia focuses on working with clients to create long-term, personalized financial plans in addition to overseeing the portfolio design.
Tricia is a Certified Health Insurance Specialist and Elder Planning Counsellor. She has served families and self-employed individuals for over 20 yrs. She earned a BA with Honors from Dalhousie University and an Associate Degree in Science from Camosun College.
In her free time, Tricia enjoys spending time with her 2 Miniature Australian Shepherds Bruin (2) and Jasper (11). She is a proud auntie to her nephew Amis. She donates her time and resources to local charities. Tricia is proud to live and work in Beaumont.
P.Eng, EPC, Member Advocis, Advisor
Paul brings over three decades of business experience to the Brightview Team. From a successful family business to a leading representative in the construction industry. Paul is not afraid to work hard and be an advocate for his clients. He specializes in retirement planning and getting the tough questions answered.
Joanne is a dual licensed specialist !
Joanne has 12 years experience in the financial industry and focuses on providing professional, prompt service. She truly cares about our clients. She is a force on the soccer pitch, and plays on numerous competitive teams. She has raised her three children in Beaumont and is proud to call the city home. Joanne shares the Brightview love of pets with two dogs and two cats . She and her husband Konrad are active members in the Beaumont community.
An experienced office administrator, Emma is a valuable member of the Brightview Financial Services family, ensuring the office runs smoothly!
Chief Morale Officer
Captain of lifting spirits and getting us outside for walks!
Chief Morale Officer
Jasper joins Bruin! He keeps us positive and productive! He's a great addition to our team and workplace.
Jessica joins us from Jessica Laccetti Communications. Jessica manages Brightview's digital identity from the website, e-mails and social media. Strategy, content marketing, and acting on analytics are some of Jessica's favourite things to do. Jessica is also an adjunct professor at the University of Alberta.