About Cash Flow Investing

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David Poggemiller, CFP, FCSI

Branch Manager, Investment Advisor

T: 250.558.5431

TF: 1.800.665.2505

With more than 20 years experience in the investment industry I have learned that "Cash is King!" Whether it be to provide you a consistent monthly income in retirement or to provide solid returns in your RRSP, receiving consistent cash flows are a recipe for success.

I have taken many courses to add to my expertise in all areas of investing. I am a Certified Financial Planner (CFP), a Fellow of the Canadian Securities Institute (FCSI), a Branch Manager, Investment Advisor at Canaccord Wealth Management.

Born and raised in Vernon I truly appreciate the lifestyle that the Okanagan Valley has to offer! I am a competitive Masters swimmer and my passions are snow skiing and water skiing. I also enjoy golf, tennis, hiking and travel. I am very fortunate to be married to my beautiful wife Dawn and have two wonderful children Tasha and Joel.

Trevor Perepolkin, CFP

Investment Advisor

With ten years experience in providing retirement planning advice and services to self-employed and dedicated investors, Trevor realized that having access to all investment products under one roof was the way of the future and therefore joined Canaccord Wealth Management.

Trevor completed his Certified Financial Planner (CFP) designation in 2002. At that time he was one of the youngest 0.5% of people in the world to have obtained the CFP designation. Trevor completed the Canadian Securities Course with honors and completed Financial Services Business diploma from Okanagan University College where he served as Student President.

Trevor, better known as TJ because of his curling successes, is also the President of the Vernon Curling Club and is a board member of the Vernon and District Community Land Trust.

Sharmon Massey, PFP

Branch Administrator

Sharmon has been working with David Poggemiller and Canaccord Wealth Management for more than 14 years. Sharmon is the Branch Administrator and completed her Canadian Securities Course in 2001 and her PFP designation in 2004.

Sharmon was born and raised in McBride BC and moved to Vernon in 1986. She has been married to Steve for 14 years and has two beautiful daughters, McKinnley and Emma. In her spare time Sharmon enjoys spending time with her family, walking, skating, skiing and working in her yard.

Cash Flow Investing