Brett Naka is an Assistant to Trevor Wells at ClearPath Wealth Management Inc., bringing a strong foundation in finance and a passion for helping clients achieve their financial goals.

​

After earning his Finance degree from Okanagan College, Brett pursued his CPA designation to deepen his expertise in financial planning and analysis. He joined ClearPath Wealth Management in January 2025, eager to learn from Trevor Wells and the broader team while refining his skills in comprehensive financial planning.

​

Brett’s focus has been assisting in the development and analysis of financial plans, ensuring that each strategy aligns with clients’ long-term objectives. His commitment to providing tailored financial solutions reflects his dedication to supporting individuals and families on their path to financial security.

​

Outside of work, Brett enjoys spending time in the outdoors with his wife, Kirsten. Whether camping or skiing in the surrounding mountains, they embrace the lifestyle that makes Kelowna, BC, the perfect place to call home.

​

​

Direct Phone: (236) 420-5831 I Direct Fax: (236) 420- 5841

Office Phone: (250) 860-6587 I Office Fax No. (778) 484-5083