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Administrative Assistant

Manulife Securities Incorporated

ClearPath Wealth Management Inc.

Courtney graduated from the University of British Columbia Okanagan with a Business Management Degree.

After graduation she moved to Vancouver where she worked as a Sales Coordinator with a Mutual Fund company, gaining a better understating about the investment business.

She has moved back to Kelowna to work alongside Trevor and Susan as their Investment and Insurance Assistant.


On her spare time, Courtney enjoys road biking, camping and spending time with her family and friends in the beautiful Okanagan


Direct Phone: (236) 420-5831

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