Headshot of Carey Vandenberg

Carey Vandenberg


Carey has been serving as a Financial Planner & Advisor for people just like you since 1987.  He has walked people and their portfolios through many ups and downs since then.  When he’s not advising on financial and investment matters, he loves a project.  Over the past couple of years he’s completely reconstructed a large deck, gutted a master bathroom, built a sound deadening room for his drum kit and most recently, been building a camperized Mercedes Sprinter van from scratch, all in his spare time.  Of course, downtime is needed.  This is made up reading anything fiction (“Why read fiction when I can watch the movie in about 2 hours?”), rehearsing and conversing with the ChickPeas (a 5 piece band he is the drummer for), skiing for a few hours (often alone) on a clear, winter day,  enjoying a pint with a “craft beer snob” friend or two, talking philosophy and worldviews, trying to get a smile and hug out of his 3 granddaughters or travelling with Cheryl for business and / or pleasure.  There’s more but… he’d love to hear your story, loves and what makes YOU tick.



Cheryl is the dot the i’s and cross the t’s person in the office.  When not handling the many administrative and accounting functions (including making sure Carey hasn’t missed something as her perfective nature dictates) you will most likely find her painting.  This usually done in her home studio however, she sometimes has friends over for a social painting time, attending an art class or just letting her 3 granddaughters be creative with her. Of course, a regular exercise routine, coffee, beer or wine sipping locally with friends or while traveling with Carey (trying to find unique items to put in client gift baskets), fill much of the rest. Oh.. and did I mention she cooks delicious meals to a “T”?

Headshot of Cheryl Vandenberg

Jen Neufeldt


Jen is the client administrator for the office team and takes care of anything from account updates to setting up monthly payments or contributions to preparing documents for Carey’s meetings with clients. Prior to coming onboard at our office in September 2021, she led administrative teams for dental specialists and for major hotel chains in Australia. Working part time for us suits her just fine at this stage in life however, as outside the business she raises and devotes her time to her 10 year old son. They enjoy cooking together, exploring different cities and countries, going for long nature walks to discover interesting plants and animals, and traveling to Vancouver Island or the Sunshine Coast to visit their family. Jen is born and raised in South Surrey just a few blocks from the office and spends free time with her close group of friends enjoying a glass of wine on her deck, running on White Rock beach, or painting and refinishing furniture in her small home studio.

Headshot of Jen Neufeldt​
Headshot of Peggy Sheppard​

Peggy Sheppard


Peggy Sheppard has been a mortgage broker and debt management strategist since 2002 and with that deep experience, advises and arranges our client’s financing needs, including Home Equity Lines Of Credit (HELOC) and Reverse Mortgages.  Of course, there is more to life than work and when not crunching numbers, she is most likely busy looking for a new recipe to cook or bake or discovering some new culinary adventure to enjoy.

Chris Flynn & Steven Bovencamp


Chris Flynn & Steven Bovencamp are Carey’s two esteemed, very experienced Financial Advisor “back up team members”.  They are there to take the reins (if needed), when Carey is out of town (he does the same for them).  Chris & Steven can steer through the most complex financial matters and handle any financial transactions.  However, because Carey likes to stay in contact all the time, if you email, you’ll probably get a reply back from him first. We didn’t put “ATTENTIVE” as our first commitment word to you, for nothing.

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