Welcome

<--- JANET HERRICK--->

Janet Herrick

Certified Financial Planner
Money Concepts, 100 Mile House
Investia Financial Services Inc.

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Janet was born and raised in the Okanagan. She moved to 100 Mile House in 1990 and promptly fell in love with the Cariboo. Janet has over 25 years experience in the financial services industry and joined the local Money Concepts franchise in 2002. As an Account Executive Janet enjoys serving her own clientelle.

"I run a financial planning business where I make myself available to help anyone interested in improving their current and future financial situation. I find most people have concerns about insurance needs, future or current retirement income, tax reduction, and estate planning. My job is to come up with a plan that provides recommendations, strategies, and tools to achieve the desired results."

Education:

  • Canadian Securities Course
  • Canadian Insurance Course
  • Professional Financial Planning Course
  • Conduct and Practices Course
  • Mutual Funds In Canada Course
  • Branch Managers Course
  • Certified Financial Planner

Janet has met the education, experience, examination, and ethics requirements as set by the Financial Planner Standards Council to use the Certified Financial Planner designation.

<--- DAN RIMELL--->

Dan Rimell

Certified Financial Planner
Money Concepts, 100 Mile House
Investia Financial Services Inc.

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Dan Rimell was born and raised on the West Coast of BC, spending summers at the family cabin on Green Lake enjoying water sports, dirt biking and fishing.

He started his financial services career in 1998 with a prominent UK based life insurance company as a financial services representative.

In 2002, he joined the Money Concepts franchise in Kelowna as the Client Service Manager, focused on creating comprehensive financial plans, portfolio construction/maintenance and customer service.

Dan joined Money Concepts 100 Mile House in May of 2007. He provides technical support to the Financial Advisor team and helps clients achieve their financial goals with sound advice on retirement, tax and estate planning.

He specializes in assisting clients in the transition to retirement which includes income projection, as well as advice regarding product selection, pension options, portfolio management, tax strategies, risk management and government benefits.

Dan enjoys many of the outdoor activities the area has to offer including fly fishing and canoeing. He supports wetland and wildlife conservation through his involvement in Ducks Unlimited.

Education:

  • Certified Financial Planner
  • Canadian Securities Course
  • Insurance and Financial Advisors Training Course
  • Canadian Insurance Course

Community Service:

  • Scouts Canada- Leader
<--- SAM JONES--->

Sam Jones

Support Service Assistant
Money Concepts, 100 Mile House
Investia Financial Services Inc.

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Sam Jones was born in Vancouver moving to Maple Ridge where she graduated, married and raised her daughter. It is here that she started her financial services career in 1995, with a term insurance and investment company as a financial services representative.

In 2009 Sam started visiting her daughter and two granddaughters regularly at Canim Lake and fell in love with the Cariboo. In the fall of 2011 Sam moved and joined Money Concepts 100 Mile House, providing administrative support to the advisory team.

Sam and her husband Rob have made Cariboo Christian Life Fellowship there family church. They enjoy meeting many people in the church and community, giving back to this piece of paradise.

Education:

  • Investment Funds in Canada Course
  • Canadian Insurance Course
  • Financial Planning Course

Sam is currently working on getting all requirements to get licensed.

<--- JUDY SIMKINS--->

Judy Simkins

Franchise President
Money Concepts, 100 Mile House
Branch Manager
Investia Financial Services Inc.

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Judy Simkins was born in Advocate Harbour, Nova Scotia & moved to the 100 Mile House area in 1968. Judy attended school in 100 Mile and both of her children were born here. 100 Mile House is home.

After spending the majority of her career employed in the Financial Services Industry, Judy wanting to provide her clients with customized, independent advice plus a broader range of investment and insurance products realized her dream by opening a Money Concepts franchise office in 2000.

Judy's goal is to treat her clients with respect, honesty and integrity, to treat each and every client as she, herself, would like to be treated.

These ideals, along with her knowledge and willingness to spend the time necessary to help her clients meet their financial goals has resulted in her office having won the distinction of being one of the top Money Concepts offices in Canada for the past 11 years.

Judy has been a volunteer and a member of many community organizations including Lions, Lioness, Women's Business Association, 108 Water Commission, Parent for French, to name a few. Judy enjoys spending time with her family, camping and traveling. She has a passion for her feline friends; case in point is the resident office kitty, Missy Mew.

Judy and Dave are excited to announce that they now have three grandchildren; Seth born November 21, 2007, Treston born December 16, 2008 & Kiera born December 19, 2010.

<--- DAVE SIMKINS--->
Dave Simkins

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Dave Simkins

Account Executive
Money Concepts, 100 Mile House
Branch Manager
Investia Financial Services Inc.

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Dave was born in Kelowna. After residing & working in Calgary, Vancouver & Cranbrook he transferred to 100 Mile House in 1986.Dave spent 22 years in the banking industry before joining Money Concepts in 2002.

Dave's previous career spanned accounting & business administration along with specializing in financing for small business owners. His previous career has provided his extensive knowledge in Business and Personal Finances.

Dave enjoys spending time with his family, camping and his passion of fly fishing.

Accomplishments:

  • Mutual Fund Representative
  • Certificate of Accomplishment Financial Counseling
  • Branch Managers Course

Community Services:

  • 108 Mile Ranch Lions
  • Ducks Unlimited Canada
<--- LINDA JEFFERSON--->

Linda Jefferson

Support Services Assistant
Money Concepts, 100 Mile House
Investia Financial Services Inc.

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Linda joined Money Concepts, 100 Mile House in September 2011.

She was born in Kamloops, BC and was raised in the 100 Mile House area. Graduated from Peter Skene Ogden Secondary and then moved to the Okanagan to attend business school. Her education also includes 20 + years bookkeeping and a diploma in nutrition.

Linda believes in and enjoys providing service that goes the extra mile to both clients and her co-workers. She is looking forward to expanding her knowledge in the Investment and Financial business world.

Linda settled in 100 Mile House 1990 and met her husband Don. They have 4 children, 2 boys & 2 girls. She enjoys all outdoor activities and spending time with family and friends.

Community Service:

  • Mt Timothy Ski Society


It's your money... and your peace of mind.

We understand that.

You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.

We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients.

The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We'll do the same for you.

And we'll work hard to earn your trust. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future.

Please click here to review the services we offer or contact us for additional information.

Recent Articles

Don't Bet Your Retirement on a Simple Approach

Posted on 05-08-2012

You have probably heard about the old 70 percent rule that suggests retirees will need the equivalent of about 70 percent of your current income level to maintain their lifestyle in retirement. This assumes that your retirement living costs will be 30 percent less than during your working years. While it may have been applied appropriately for retirees two or three decades ago, it is fraught with significant risk and potential disaster for today’s retirees.

It Doesn't Pay to Procrastinate

Posted on 05-08-2012

Many people have no idea. Some people have a vague idea. A few people, a very few, have it all worked out. When it comes to retirement planning, many people don't take action until forced to by a mid-life event (career change, death of loved one) or by hearing about seniors running out of money. It's strange that people find it so difficult to plan for their retirement. As all the basic financial books say, you start by recording your expenses, see where you can cut back, and then determine how much you need to save to achieve your retirement income goals. Yet, far too few Canadians take these presumably simple steps for their own financial success.

How to achieve financial success

Posted on 04-09-2012

It is possible for just about everybody to achieve financial success. Getting there is usually not a matter of financial wizardry. By following some basic principles, you can make your financial dreams come true:

Set Objectives

Goal setting is the foundation of achieving financial success. If you don't have a target to shoot for, how can you expect to hit it? By writing down your goals, you will clarify them and establish your personal and financial priorities. Be specific when setting goals. For example, instead of having a goal to reduce debt, set a goal to reduce debt by a certain amount by a certain date.

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