Dave Summerfelt ( Vernon, BC ) is a wealth management advisor with Hub Financial and has been providing financial advisor support in the Thompson Okanagan Region since 1995. His emphasis on organizing the family budget in order to optimize household finance puts you on the road to financial independence.

Dave Summerfelt's motto of "I help people get what they want" has been part of his financial advisor resume for over 13 years. He has been an personal financial advisor with Hub Capital for 3 years.

Here is a list of his Finacial Advisor Services. (highlight and link topics)

Personal Finance for Kids

History has shown that when kids get solid financial education and guidance they also evolve into adults with sound wealth management plans and become financially responsible much earlier in life. Teach your kids about learning sound financial concepts like the Rule of 72 and review our introduction to registered education saving plans.

Teaching The Rule of 72

Introduction to Registered Education Savings Plans (RESP's)

Tax Free Savings for Canadians

A simple but effective strategy to keep more of your hard earned money. Canadians may complain about higher taxes than our neighbours to the south but the Canadian Government has kept pace with the times and has an extremely good program in which to save your money from the "Taxman".

The Tax Free Savings Account for Canadians

Retirement Advice:

guidance for your golden years including transition advice for RRSP to RRIF investments

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Debt Elimination Plan:

Dave will introduce you to a debt elimination process that can knock off years of payments, save you thousands of $$'s and grow your personal wealth like you never thought possible.

Download "Bullet - Proofing Your Financial Life" Here !