Brad has built a very successful financial planning practice focused in the Lower Mainland and Okanagan Valley. He has over 25 years of experience as a planner in the banking, insurance, and investment industry.
Amity has over 20 years of experience in the financial industry. The first decade of her career was spent in public accounting, working with small and medium-sized businesses. Subsequent to that, she has over 12 years of experience both in management and as a financial security advisor. During her time in management with Freedom 55 Financial, she collaborated with Brad on many client financial plans. Because she shares similar standards of client service, it was an easy and exciting decision for Amity to join KTJ Financial Solutions Ltd.
Jarnael has been in the financial services industry for 8 years. Prior to joining KTJ Financial Solutions Ltd., he was Director of Advisor Experience with Freedom 55 Financial. This role entailed mentoring advisors while supporting them in all facets of their business.
Since 1978, Lyle has dedicated his career to developing effective solutions for
Individuals, Business Owners and Professionals in the areas of Succession
Planning, Income Replacement, Risk Management, Wealth Transfer and Tax-
Efficient Capital Growth and Preservation. He has been featured in such
publications as the Investment Executive, Wealth Professional, Vancouver Sun,
Toronto Star and Montreal Gazette discussing such topics as Tax Deferring,
Investments, Health Care and Long-Term Care.
Mike brings over a decade of experience in financial planning, with a specialty in life insurance and critical illness, to the team at KTJ Financial Solutions. Mike’s commitment to client relationships and great service is demonstrated by his practice’s ability to grow solely from personal contacts and referrals.
Danielle heads up our Summerland location and has over 10 years of experience in the financial industry. She started her career working as a lead administrator for one of Canada’s largest insurance companies. She then branched off and started working with an independent certified financial advisor and since that day hasn’t looked back.
Welcome to my corner of financial expertise! I am Peter Mandoli, a seasoned financial planner with a passion for helping individuals and families achieve their financial goals since
2008. With over a decade of experience in the field, I bring a wealth of knowledge and dedication to every client interaction.
The information on this website is intended for residents of British Columbia only.
Insurance products, including segregated fund policies, are offered through KTJ Financial Solutions Ltd., and Brad Davies, Lyle Konner, Amity Doyle, Jarnael Payer, Danielle Wells and Peter Mandoli offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.
Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.
Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.