Thank you very much for being wonderful clients, business associates and friends! We appreciate you letting us into your lives and those of your family, friends and clients.
This festive letter is to give you the opportunity to learn more about your team, by giving you a glimpse into what has taken place in our lives over the past year.
Darren Pedersen, Senior Investment Advisor at PGWM – Hollis Wealth
The biggest news this past year Darren got married, Darren Leanne and their son KJ (Karl Jackson) tied the knot in Whistler on September 2nd. The wedding took place at the Fairmont Whistler and the Whistler Native Cultural center, and was a perfect celebration with their family and friends. Darren and Leanne traveled to New York in January to attend an investment conference. The snow storm of the century hit while they were there making the stay even more memorable. October was the honey moon trip and Leanne and Darren traveled to Barbados and spent time on the Island of Mustique at their friend’s home. Darren continues to focus his hobbies around health and wellness through the promotion of the book Leanne wrote “Health The Way Nature Intended“ and fitness with a new passion for tennis. The main passion remains investing and finding the next great opportunity.
Mike Schmidt, your Insurance Advisor at PGWM – Hollis Wealth
2016 was a year of change for the Schmidt Family as Mike, his wife Kelly and their two young boys Dane and Kobyn decided to pack up and move from the Lower Mainland to Nanaimo. Coinciding with the relocation, Mike moved on from his career at Walton Capital to join the team at PGWM. This was a great move as he is now able to offer a much higher level of service to clients and really impact people’s lives through his work. The boys and Kelly have settled into Island life and are happily enjoying the slower pace and lack of traffic that come with Island life! With Kobyn starting kindergarten this year it really has been a year of firsts. Kelly spent some time in France which was very exciting as she had never been to Europe before. Was an amazing trip and she wants to return with the boys so they can experience it together. The family is very excited for 2017 and have many plans to get outside and explore everything the Island has to offer.
Stephany Franklin, your Client Service Manager at PGWM - HollisWealth
Stephany celebrated her first year at PGWM in July and has been really enjoying learning so much and getting to know so many of our wonderful clients. She is very excited for what is expected to be a very busy upcoming year!
Stephany’s husband and step daughter hope to immigrate to Canada as well and have recently moved to Bellingham WA from the Midwest to be closer. So she spends her weekends with her family split between the USA and Canada and doing photography and photoshop projects. She’s looking forward to spending Christmas with her husband Shawn, step daughter Mazie and her kids here in Nanaimo, Mark and Haley.
Ian Metherell, Senior Investment Advisor at Hollis Wealth
New to the office this year is Ian, who is co-located with us in Nanaimo and in Vancouver. Ian, his wife Linda and their dog Monty were drawn to the Island and moved to Ladysmith in the fall of 2015.
Ian and Linda work as a team, both at their rainforest property in Ladysmith and growing Ian’s business on the Island. Ian is a member of the Ladysmith Chamber of Commerce and Linda is an appointee to the Ladysmith Planning Advisory Commission.
Ian has over 25 years’ experience in the investment sector, specializing in wealth management, and retirement income planning for families, individuals and business owners.
As PGWM enters the 25th year in business, Darren is proud of the work done and very excited for the next 25 years. He would also like to welcome Mikel Schmidt, Ian Metheral, and the newest member, Carolyn Nnadiekwe, Client Service Assistant; all who have joined our team this year and give a special thank you to Stephany Franklin for helping make 2016 one of our best yet.
In the spirit of the holiday's we wanted to share some of our charitable activities. Darren has continued to focus on his charitable activities, raising funds for colon cancer awareness and the importance of early detection of all types of cancer through the Diamond Rally. PGWM also held a thanksgiving food drive that made a large contribution to those in need in our community during the Thanksgiving Holiday.
Thank you very much for being our clients and friends. You are truly the foundation on which our success depends. As we turn to 2017, we look forward to working with you, getting to know you better and striving to continue to earn the right to assist you, your family and friends.
Darren, Mike, Stephany, Carolyn, Ian & Linda