Trevor Wells

Trevor Wells, CPA, CA, CFP

Financial Planner, Manulife Securities Incorporated
Life Insurance Advisor, ClearPath Wealth Management Inc.

  • Graduated from the University of Calgary with a Commerce degree, majors in Finance and Accounting, and minor in Economics
  • Worked with International Accounting Firm in Calgary and obtained Chartered Account designation in 1989
  • Moved back to Kelowna in 1990 and joined Rutherford Bazett (now Grant Thorton) where advised individual and small business owners on accounting, tax and other financial matters
  • Joined Capri Insurance in 1992 as CFO
  • In 1998 obtained Certified Financial Planner designation and moved into the Capri Wealth Management division. Advised clients on investments, retirement, tax and estate planning
  • IIROC Securities Licensed  (mutual funds, stocks, ETF’s bonds and GIC’s)
  • Insurance Council of BC and Alberta Life and Living Benefits licensed (segregated funds life and disability insurance, critical illness)
  • In 2019 firm name changed to ClearPath Wealth Management Inc.
  • Is a member of the Chartered Professional Accountants of BC
  • Is a member of the Financial Planners Standard Council
  • Past President of Kelowna Estate Planning Society
  • Past Treasurer of the Kelowna & District Boys and Girls Club
  • Avid cyclist, enjoys golfing, skiing, sailing and travelling

Bradley Bickley, B. Comm, CFP

Financial Planner, Manulife Securities Incorporated
Life insurance Advisor, ClearPath Wealth Management Inc. Financial Planner and Investment Advisor, Manulife Securities Incorporated

  • Graduated from the University of Calgary with a Commerce degree, majoring in International Business
  • Worked summers at Transcanada Pipelines in Calgary in Legal division and various departments
  • Joined Capri Wealth Management in 2015 and provides financial planning services to families, businesses and professionals
  • While living in Spain for almost a year became fluent in Spanish
  • Volunteers with Kelowna Community Resources
  • Avid Runner, Cyclist
  • Enjoys Golfing and Surfing with his wife Jennifer

Susan Wells, B. Comm

Marketing Assistant, Manulife Securities Incorporated
ClearPath Wealth Management Inc. - Marketing and Client Services

  • Graduated from the University of Calgary with a Commerce degree, Major in Finance. 
  • Worked with a Swiss Bank  and a large oil and gas Company in Calgary as a Financial Analyst
  • Life Insurance and Living Benefit Licensed (under the Insurance Council of BC)
  • Has been working in the Financial Services industry in the role of Life Insurance  and Investment associate with Trevor for over 15 years
  • Coordinates marketing projects and ensures highest level of client services in the areas of Investments, Life and Disability Insurance
  • Enjoys spending time with family, travelling, golfing and cycling