The team at Equuis Wealth Management™ consists of a group of professionals who are experts in their fields. Learn a bit more about us:
Janet Fish - Certified Financial Planner - Owner of Equuis
Janet Fish, founder of Equuis Wealth Management™, has over 20 years experience in financial planning. Her passion is teaching people how to save money and create wealth. Janet works with each of her clients on an individual basis to develop an understanding of what holds them back in achieving their financial goals.
With active involvement from her clients, Janet works with individuals and businesses to create a paradigm of success and wealth.
Janet is presenting her story of an entrepreneur alone in the business world that created and lost a fortune. She will share her hard earned lessons on the way to rebuilding the financial wealth she stewards more wisely today. Janet believes we were never taught the most important components of managing money and she is excited to convey her knowledge and her life's lessons on becoming a Rich Woman!!
Elanda Kowalchuk - BA, Certified Financial Planner, Certified Cash Flow Specialist
Following university, Elanda started out in the school system working with children and their families for several years. After a successful and fulfilling career she decided to focus on helping families in a different way. Having worked with a financial planner she saw the substantial benefits and decided to pursue a career where she could see immediate results with the families she was helping. Elanda enjoyed educating adults on insurance and investing to help ensure they were properly set up to look after their families and themselves (protecting the 'you' of tomorrow from the 'you' of today).
Elanda completed her CFP (Certified Financial Planning Designation) in 2004 and her CCS (Cash Flow Planning Specialist Designation) in 2015. She feels good about providing a written financial plan that allows individuals to get their financial power back by adding debt and cash flow management to their financial planning process.
As a newcomer to the area, along with her faithful four legged companion (whom you can meet at the office) Elanda is enjoying all the Okanagan has to offer.
Arlene Beliveau - Bookkeeping/Accounting - Innovative Office Services
Arlene began as Janet's executive assistant in 1994. She brought with her a wealth of experience in operations and management from many successful businesses. Janet will tell you how fortunate she feels to have Arlene overseeing much of the day to day operations of Equuis Wealth Management and how much her efforts have contributed to the growth and success of Equuis. The clients will tell you how much they value Arlene's helpful manner, her knowledge, and her attention to detail plus her commitment to their needs.
Arlene also has a business partnership with Debbie Bongers. Arlene and Debbie are lifelong friends and share a passion in bookkeeping and Income Tax preparation, which created Innovative Office Services.
Arlene was born and raised in Vernon. In her spare time she thrives on the time she spends with her family including her three adult children, their spouses and eight grandsons.
Allison Paris - Reception
Allison is the first face you see when you come into the Equuis Wealth Management Office. She is always eager to meet, greet and make our clients comfortable.
She came to Equuis from a very busy medical office with several doctors and has proven to be a great asset to our busy office. She is well organized, very knowledgeable with computer systems, and loves a good challenge. This allows Allison to continually put her mark on being part of the Equuis team.
Allison has lived in Vernon most of her life and enjoys many of the outdoor activities it has to offer. But her favorite, off duty, activity is spending time with her husband Jeff and their son Kubrick.