About

Mission Statement

To support the well-being of clients by ensuring they have the financial resources to successfully weather health challenges and to help them create peace of mind throughout their lives.

About the Advisor

Melissa Huston

Melissa Huston began her career in the financial services industry in 2006 upon completion of her degree at the University of Victoria. Her experience has been well-rounded, working with securities, mutual funds, term deposits, group benefit plans and life insurance products. In 2016, she earned the certification now known as QUALIFIED ASSOCIATE FINANCIAL PLANNER™ through FP Canada, and in 2017, she qualified for the Group Benefits Associate (GBA) designation through the International Foundation of Employee Benefit Plans.

Health insurance and employee benefit plans are now Melissa’s specialty, while continuing to provide financial planning and education for keen clients. Having learnt the industry from the inside out, she has a unique advantage for ensuring client needs are taken care of quickly and efficiently.

Melissa is honoured to be mentored by her father, Brent Huston, and her father-in-law, Jean-Paul Krauss, reinventing the family business for the next generation.

Outside of the office, she enjoys the arts, community engagement, and healthy living with her husband and friends.

QAFP™ and QUALIFIED ASSOCIATE FINANCIAL PLANNER™ are registered certification mark of FP Canada.
Used under license.

Community Engagement

Proud Member of Think Local First

CIBC Run for the Cure – October 2019