Trevor Wells, CPA, CA, CFP

Financial Planner
  • Graduated from the University of Calgary with a Commerce degree, majors in Finance and Accounting, and minor in Economics
  • Worked with International Accounting Firm in Calgary and obtained Chartered Account designation in 1989
  • Moved back to Kelowna in 1990 and joined Rutherford Bazett (now Grant Thorton) where advised individual and small business owners on accounting, tax and other financial matters
  • Joined Capri Insurance in 1992 as CFO
  • In 1998 obtained Certified Financial Planner designation and moved into the Capri Wealth Management division. Advised clients on investments, retirement, tax and estate planning
  • IIROC Securities Licensed  (mutual funds, stocks, ETF’s bonds and GIC’s)
  • Insurance Council of BC and Alberta Life and Living Benefits licensed (segregated funds life and disability insurance, critical illness)
  • In 2019 firm name changed to ClearPath Wealth Management Inc.
  • Is a member of the Chartered Professional Accountants of BC
  • Is a member of the Financial Planners Standard Council
  • Past President of Kelowna Estate Planning Society
  • Past Treasurer of the Kelowna & District Boys and Girls Club
  • Avid cyclist, enjoys golfing, skiing, sailing and travelling

Bradley Bickley, B.Comm., CFP

Financial Planner
  • Graduated from the University of Calgary with a Commerce degree, majoring in International Business
  • Worked summers at Transcanada Pipelines in Calgary in Legal division and various departments
  • Joined Capri Wealth Management in 2015 and provides financial planning services to families, businesses and professionals
  • While living in Spain for almost a year became fluent in Spanish
  • Volunteers with Kelowna Community Resources
  • Avid Runner, Cyclist
  • Enjoys Golfing and Surfing with his wife Jennifer

Susan Wells, B.Comm.

Marketing Associate
  • Graduated from the University of Calgary with a Commerce degree, Major in Finance. 
  • Worked with a Swiss Bank  and a large oil and gas Company in Calgary as a Financial Analyst
  • Life Insurance and Living Benefit Licensed (under the Insurance Council of BC)
  • Has been working in the Financial Services industry in the role of Life Insurance  and Investment associate with Trevor for over 15 years
  • Coordinates marketing projects and ensures highest level of client services in the areas of Investments, Life and Disability Insurance
  • Enjoys spending time with family, travelling, golfing and cycling