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About Us

Meet Our Team

Rob ReidRob Reid, Certified Financial Planner

A Kelowna resident for 20 years, and with over 30 years of experience in the financial industry, Rob trains, manages and maintains his own private practice with an unwavering commitment to building and protecting his client’s assets.

  • Chartered Life Underwriter (CLU)
    Advanced training and understanding of risk management including life and health insurance along with employee benefits.
  • Chartered Financial Consultant (ChFC)
    Complex instruction and comprehension in wealth accumulation including retirement and estate planning as well as investment tax planning.
  • Chartered Financial Planner (CFP)
    Superior education in financial planning and the professional commitment to high standards of competence and ethical practice.

Joy Huculak Joy Huculak – Office Manager – Client Services

Joy has been with Reid & Associates Financial Solutions Ltd., since 2003 and has a substantial administrative background in the legal profession. Joy has a comprehensive understanding of both the clients and financial procedures and is responsible for all transactions that are completed in our office for two very busy advisors. Her diligent handling of complicated transactions along with her friendly and caring manner has made Joy very popular with clients, advisors and contact people at Manulife.  Joy obtained her life insurance licence in May 2012. She is now a licenced assistant.

KevinKevin Lavigne

Kevin married his wife Amy in 2009 and they currently have 2 daughters; Mara and Lenora.  They moved from Ontario with a few stops along the way and have lived in Kelowna since 2008.   Kevin is very active in the community; participating in the Junior Chamber of Commerce, Okanagan Chefs Association as well as a mentor for the Futurepreneur.
Kevin and Amy enjoy the outdoors and have a great passion for Food & Wine.

Kevin has been investing since he was 13 years old, trying to speed up savings for University.  After completing a financial plan for his family, Kevin met with Rob Reid and learned about comprehensive plans for the future.  Kevin found it an easy transition to join Reid and Associates Financial Solutions Ltd.

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