A Local Team Focused on Clear, Personal Financial Guidance

I am a true Kamloopsian born and raised. Living in the home my parents built on my dad’s family orchard with my husband Scott, we have two grown boys Kaz and Kobe. We have spent summers at the lake and of course winters up at Sun Peaks, what else could a person ask for.

As a holder of the Certified Financial Planner and Certified Health Specialist designations I have been helping individuals and groups with their insurance and investment needs since 1991.

Whether my clients are business owners looking for ways to keep and attract quality team players, a young family just starting out, or baby boomers looking at retirement, I have a passion to help them understand their needs. We review and update their goals and plans to ensure success. I take great pleasure when the children of long-term clients come in to have "the talk" about goals and budgeting.

As a Chartered Life Underwriter (CLU), I help individuals, families, and business owners feel more confident about their financial future. My goal is to make financial planning clear, practical, and accessible—no matter where someone is in their financial journey.

As a lifelong Kamloops resident, I’m proud to have built my life and career in this community. While Kamloops is home, I also work with clients beyond the region who are looking for thoughtful, personalized financial advice.

I take a comprehensive approach to planning, helping clients connect the pieces of their financial picture. This can include wealth accumulation, retirement planning, insurance, education savings, first-home goals, estate planning, and legacy considerations. By looking at the whole picture, I help clients make informed decisions that reflect their values and support their long-term goals.

I believe financial advice should feel approachable, not overwhelming. Whether someone is building a foundation, planning for a major life event, saving for a child’s education, or preparing for retirement, I’m committed to providing guidance that is easy to understand and practical to put into action.

What motivates me most is helping people navigate important financial decisions with clarity and confidence. I want every client to feel supported by thoughtful advice, a trusted relationship, and a plan designed around what matters most to them.

I was born and raised in beautiful Kamloops, BC, where I enjoy spending time on Little Shuswap Lake, skiing at Sun Peaks, and mountain biking across the province. Outside of work, I value time with friends and family and enjoy making the most of everything our region has to offer.

I am a graduate from Okanagan College with a Bachelor of Business Administration, specializing in finance. I have been interested in money and business from a young age, especially the process of buying, selling, and understanding how financial decisions are made. I am grateful to be working in the family business and learning from my mom, Brenda Sawada. As I continue to build my education and certifications, I will be transitioning from an administrative assistant to an advisor role.

I look forward to growing with our clients, building new relationships, and continuing to deliver the exceptional service our team is known for. Whether clients are building financial security for their family, planning for education expenses, or preparing for retirement, our team provides tailored support designed to grow with them.

Originally from Northern BC, my husband and I moved to Kamloops in 2011 to raise our family. I joined the Total Wealth team in 2022 and have enjoyed supporting our clients over the years. Family and friends are an important part of my life, and I spend much of my free time with them. I also enjoy the beautiful outdoors around Kamloops, camping, hiking, and paddleboarding. I look forward to continuing to support clients with their financial service needs.

I joined Total Wealth in the spring of 2026. Raised in Summerland, BC, I previously worked at a PEAK Investments office for five years before moving to Kamloops in 2025 with my husband and our two children. On weekends, we enjoy exploring local parks and all that Kamloops has to offer. I look forward to meeting you and supporting your financial service needs.