Quinton Ursulan, CIM®
Quinton was raised in Kelowna and graduated from the University of British Columbia-Okanagan with an honours degree in business management with an emphasis on mathematics and finance.
He currently holds the Chartered Investement Manager (CIM®) designation. In addition, he is also an approved FPSC 1 Certificant from the Financial Planning Standards Council.
Quinton acts as a co-advisor to Craig's practice, as well as advising his own clients. Like Craig, he provides his clients with access to investments previously only available to pension funds and large institutions. This ensures our clients get the very best when it comes to their investments.
Quinton currently sits on the grant-approval committee for the City of Kelowna's social development projects, run through the Central Okanagan Foundation. When not in the office, he enjoys the great outdoors as much as possible.