Your roadmap to a life well-planned.

About Us? We’re All About You

We provide advice that considers your entire financial picture.

Your wealth is important, so we use our experience and well-developed processes to provide you with a personalized plan tailored for you to achieve your goals. When it comes to wealth management, we offer transparency and our focus is to create authentic relationships with our clients to ensure their goals for the future are met.

CHRISTINE LALIBERTE

SENIOR WEALTH ADVISOR

JONI FAST

ASSOCIATE FINANCIAL ADVISOR

JENNIFER MOULDER

FINANCIAL ADVISOR ASSISTANT

JENELLE PORTER

ASSOCIATE ADMINISTRATOR

JEWEL MILLER

Client Relations Associate

KIM LUFT

Client Relations Associate

FEATURES AND KEY INSIGHTS

Insights and Statistics About Insightful Wealth

128

We have 128 years of collective industry experience with the team

193

We serve 193 Families/Households

About Raymond James Ltd.

Meet Our Parent Company - Leading North America

Raymond James Ltd. believes clients deserve more than help with investment decisions. Today, this client-focused approach makes our parent firm one of the leading independent full-service investment dealers across Canada and the United States.

TESTIMONIALS

What our clients are saying about Insightful Wealth

“Knowing that 2006 would be an ‘extreme’ tax year we turned to Christine for advice. Christine came up with strategies that helped reduce the burden. We were always extremely leery and cynical about most financial advice, however we have always found Christine and the team extremely patient in explaining the ins and outs of our financial situation. While not pushy, she was confident and that permeated outward to help alleviate our fears. We believe that Christine and her team are ‘cutting edge’ in this industry and are happy we have had their advice and counsel over the years.”
B & C Seaby
Kelowna
“While working with our previous advisor who was new to the investment world, we felt we were headed into a downward spiral. He was not proactive, and we felt he was very passive. In looking for a new advisor, we were hoping to find someone that would dissect and adjust our investments as needed and look at the big picture of our overall financial health. Since working with Christine and her team, we have been encouraged by their passion and knowledge, and we appreciate their constant feedback. We now have a holistic approach and feel cared for with our tax planning and estate issues. We are confident with Insightful Wealth Group and appreciate their proactive approach.”
G & S Harriman
Surrey
"We have been with Christine and her team at Insightful Wealth for about 25 years. They have guided us through all the ups and downs of the markets and life! Always willing to give their expert advice on money matters! Highly recommend"
C. Ferris
Vancouver
"Christine and the team at Insightful are amazing. We trust them explicitly. They have managed our portfolios and their attention to detail is second to none. [...] They looked after both our aging parents and assisted greatly with estate planning issues. We feel so well looked after!"
S. Peck
Vancouver
"I have been a client of Christine's since 2009. Christine and her team provide a full suite of services offering retirement planning, insurance and investment options, and estate planning. They're committed to their clients and their individual needs, not a generic one-size-fits-all solution. I highly recommend Insightful Wealth for their personalized, hands on approach where the client comes first."
Linda M.
Vancouver

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Why Insightful Wealth?

Investment planning can be overwhelming. Our team of advisors creates personalized comprehensive plans so you can focus on living your best life.