About Us

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 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.

Dan 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 Account Executive team and helps clients achieve their financial goals with sound advice on retirement, tax and estate planning.

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

Dan enjoys all 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 and shares his knowledge and appreciation of the outdoors with Scout members.

Education:

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

Community Service:

• Scouts Canada- Leader
• Ducks Unlimited Canada- Chairman 100 Mile House Committee

Fabienne was born in Switzerland and finished her Bank Diploma at Credit Suisse before immigrating to Canada in 2002.

Fabienne has been active in the Financial Services Industry for 7 years and has been with Money Concepts since 2005. She provides administrative support to the advisory team.

Fabienne is fluent in Swiss-German, German as well as English. She loves being outdoors & spending time with her 2 puppies, Bagheera & Lenox.

Deena was born in the Okanagan, moving to Parksville on Vancouver Island where she graduated from high school. It is here that she started her Financial Services career. While working fulltime, she completed her University Degree at UBC Okanagan campus in Kelowna.

Deena’s career took her from Parksville to as far north as Prince George; in 1993, she settled in Williams Lake, married and has 2 children, a daughter & a son.

In 2002, Deena made the decision to leave the corporate world and become an independent financial planner. As a mother of two, the flexibility of self employment allows her to balance her busy work schedule with her active family schedule. She offers her clients personalize service at a location of their choice, at a time that is convenient for them. This includes weekends and evenings. In the fall of 2008, Deena joined the Money Concepts team.

Deena openly adheres to an active lifestyle. She teaches a variety of fitness classes in Williams Lake & area, promotes physical fitness activity for the youth by volunteering for the school PAC, is a season’s pass holder at Mt. Timothy, ran her first marathon in 2007, and is a proud Blue Fins swim mom and hockey mom.

Education:

• Investment Funds in Canada
• Bachelor of Arts, UBC
• Personal Financial Counselling Diploma
• Personal Financial Planner – PFP

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 10 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 welcomed their grandson, Seth Morgan Nelson, November 21, 2007. Pictures always available!

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

Non Profit Societies:

• 108 Mile Ranch Lions
• Ducks Unlimited Canada – Committee Member

Yvonne was born in Sweden and moved to Canada (Vancouver B.C.) in 1957. In 1966 Yvonne traveled to 100 Mile to work at a guest ranch for the summer. She fell in love, & married in 1967.

All 3 of her children were born in 100 Mile House. She now has 10 wonderful grandchildren. Prior to joining Money Concepts in 2006, Yvonne pursued a career in retail sales after she was widowed in 1993.

Yvonne's official position is as receptionist; however, she has expanded her job description to include many other administrative duties.

Yvonne's life partner is employed in the forest industry, and they enjoy spending many weekends, Spring to fall, enjoying fishing and camping.