Rebecca Whitcher Parry
Does your investment advisor meet all of your wealth management needs?
Area of focus: Investing and Retirement
Rebecca is a 2nd generation born & raised Yukoner. After having completed post-secondary studies at Capilano University, and a short stint bookkeeping in Alberta, her love of the Yukon community and lifestyle called her back home in 2010. This reunited her with her family and allowed her to reconnect with her now-husband, Mike, causing her roots here to deepen even more.
Rebecca’s experience in the Financial Services industry began in 2006, she obtained her Qualified Associate in Financial Planning designation. She and her team administer in excess of $85,000,000 for over 500 households in Yukon, NWT and BC, with a focus on the client experience, investor education and transparency. Rebecca has always loved helping others, and it is with this value in mind that she works with clients to achieve their goals and build confidence in their financial life.
Rebecca's other interests are vast, including the theatre, performing arts (singing, acting, dancing, etc), camping and fishing. More than anything, she enjoys connecting and sharing experiences with others.
Area of focus: Insurance and Group Benefits
Having grown up in Terrace, B.C. and attended university in Prince George, Dan has now lived in Whitehorse for over 12 years. After marrying a local Yukoner, Dan is very connected to the community and feels that Whitehorse is a spectacular place to raise a family. He and his wife have just welcomed their third child August 2020! Dan appreciates all things outdoors and quite enjoys running into clients on the mountain biking trail, while fly fishing in local creeks or at one of the many campgrounds around Whitehorse. Dan's experience in the Financial Services industry began in 2002 while at university working at a bank part-time, where he really enjoyed helping people achieve their financial goals. A path was set and Dan has been in the industry ever since.
Steve has over 24 years of experience in the financial services industry, his education includes a Bachelors of Commerce obtained from the University of Northern British Columbia as well as a Professional Financial Planning designation. Based out of his home town of Prince George, he services clients all over BC, as well as provides advisor support to both the Yukon and Prince George Assante branches. Steve has had the pleasure to have worked as a Branch Manager and Commercial Account Manager for TD Canada Trust in many northern communities including Whitehorse, Prince Rupert, Fort St. John and Prince George.
Planning for your financial future is more than just looking at numbers. To me, it's the people and dreams behind the figures that matter the most.
As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire.
If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.
Insurance products and services are provided through Assante Estate and Insurance Services Inc.