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Sandy Vollo, FLMI, CPCA, CEA
Partner / Consultant
Sandy was born and raised in Kamloops, BC, and is very proud of her beautiful city. She attended elementary, junior high and high school in Kamloops.
After graduating from Kamloops Senior Secondary School in 1977, she began working in the financial services industry with North American Life Assurance Company, and was employed by them for 14 years. During that time she obtained her FLMI designation (Fellow, Life Management Institute). In 1995 Manulife Financial merged with North American Life, and during the next four years she obtained her AIAA designation (Associate, Insurance Agency Administration) and her ACS designation (Associate, Customer Service).
After the closure of Manulife Financial in Kamloops, her career path changed and she was fortunate to become a team member of Abbott Wealth Management. Since that time she has worked to obtain her Life & Accident & Sickness License, CEA certified executor advisor and her CPCA designation (Certified Professional Consultant on Aging). Sandy specializes in insurance products as well as segregated funds.
Sandy is currently a valued partner of Abbott Wealth Management Inc. She greatly values the relationships that she has formed with clients and enjoys working with them to achieve their financial planning goals.
Sandy appreciates and inspires people every day with her commitment and dedication to her clients and the people around her. Sandy truly is one of those positive people. This shows in her enthusiasm and kindness.
Sandy has three children; Natasha, Nathan and Shelby.
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Shelby Vollo, CFP®
Shelby was born and raised in Kamloops and joined the team in 2011. Shelby previously worked as a Community and School Support Worker and attended TRU to achieve her certification. Shelby sees definite parallels in the industry as she works with our clients to aid them to achieve their goals and dreams. Shelby creates ‘Strategic Wealth Management’ plans for clients invested in segregated funds, and designs a detailed Risk Analysis for clients wanting to incorporate life insurance into their comprehensive plan.
On her own time, she began achieving designations, and so far, has obtained her:
- Level 1 CFP designation – and working on her Level 2 currently
- Chartered Life Underwriter Designation
- Certified Health Specialist
- Certified Professional Consultant on Aging
- Certified Executor Advisor
- Life Insurance License
Shelby is the 3rd generation in her family to be dedicated to the Financial Services Industry. She is committed to education especially if it is a benefit to our clients. Shelby truly enjoys meeting clients and takes pride in giving them the very best experience.
When Shelby isn’t helping clients, she can always be found exploring any new hiking trails she can find with her Mini Australian Shepherd Finn. She also has a passion for healthy living, and enjoys cooking a new recipe she hasn’t tried whenever she can!
|Donna Bertoli |
Investment Planning Counsel
Donna was born in Alberta and moved to Kamloops in 1972 and has called Kamloops home ever since. Family is very important to Donna as she is completely immersed in her 2 daughters as well as fulfilling her role as “The best daughter a mother could have.” Donna and Mark have been together and proud of their family for 28 years.
Donna is very involved in her Community Volunteering for Rotary, Kamloops Food Drive, Kamloops Annual Seniors Dinner; Feed the Homeless as well as International Volunteer Programs to aid children in Thailand.
Donna joined Abbott Wealth Management as Administrative Support for the company in 2004. Since then, her duties have evolved to Administrative Manager as well as the head of our Client Appreciation Program.
Donna has a dedication that is unparalleled; she is committed to making every experience the best it can be for both clients and staff. A lot goes on behind the scenes with client events, seminars, recognition, etc. If it is a success you can bet that Donna has been a big part of it!
|Cher Sanderson |
Investment Planning Counsel Cher was born and raised in Kamloops, BC. In 2014, and after spending 16 years at the Kamloops Daily News, the company shut its doors, but a door was opened to pursue the career Cher has always been interested in, the Financial Services Industry.
Cher joined Abbott Wealth Management in 2014 and has never looked back. She has successfully completed the requisite courses to become a Mutual Funds Salesperson and to obtain her Life Insurance License, and is currently enrolled in the Certified Financial Planner Designation Program. She feels fortunate to be a part of such an amazing team with Abbott Wealth Management.
In her free time she enjoys spending time with her husband, Bridge and her three children; Alexandra, Rollin and Zak. Her family has a passion for baseball and there is always a good chance you will find them at the ballfield. Cher is also actively involved with the Kamloops Minor Baseball Association as a division coordinator and volunteer at large.
|Amy Hamilton |
Investment Planning Counsel Amy was born and raised in Manitoba and moved to BC in 2004. Growing up in an entrepreneurial family, she developed a strong passion for business at an early age. She attended Trinity Western University where she received her Bachelor of Business Administration with Honors, specializing in Leadership and Management & Entrepreneurship.
Amy loves helping people and creating great client experiences, drawing from her past experiences in Human Resources and Real Estate.
She recently got married in 2014 and moved to Kamloops with her husband Mark. She loves spending time with her family, walking and giving back to the community. She is currently involved in her church and serves as an online mentor for Truth Media.
|Melinda Hunter |
Investment Planning Counsel Melinda was born and raised in Kamloops, BC. She attended elementary, high school and university here at home. She entered the Financial Industry and joined the Abbott Wealth Management family in 2009. Melinda became a Licensed Assistant in 2011. She values the relationship with the clients and her coworkers. Her attention to detail and organizational skills have assisted the systems for the back office
Family is very important to Melinda. She is married to Chris and they have three children. Mia who is 5 and twins, Courtney and Owen who are 1. She enjoys spending good quality time with family and friends, camping and enjoying what her city has to offer.
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Krista Bifano Administrative Associate
Investment Planning Counsel
Krista is a born and raised Kamloops girl. She is a great lover of “sports”… not as an athlete but as a spectator and fan. She is an avid supporter of the Kamloops Blazers & has season tickets so that she can go to as many games as possible. She loves the details & knows a lot of the sport statistics.
She has a close knit family & loves spending time with them.
Krista worked in the financial industry at one of the major banks for over 12 years as a customer service representative. She joined the Abbott Wealth team in 2016 & is responsible for creating great client experiences in our office.
In her personal & professional lives, Krista loves people & creating meaningful relationships.
|Rahim Dhalla, CIM |
Director, Portfolio Management
Counsel Portfolio Services
As director of the Portfolio Analytics team, Rahim is responsible for the design and implementation of analytically based solutions to generate portfolio and sub-advisor risk profiles. These analyses are used to conduct portfolio composition and risk evaluation assessments on all Counsel investment solutions. He is responsible for conducting regular attribution reviews and performance modeling on Counsel’s funds and portfolios. Rahim also assists the Chief Investment Officer in conducting regular qualitative reviews of Counsel’s investment specialists.
|Rana Chauhan |
Chief Investment Strategist
Counsel Portfolio Services
Prior to joining Counsel in 1998, Mr. Chauhan spent two years as a Canadian Equity Analyst with a Municipal Pension Fund. He also spent two years as an International Equity Analyst with a U.S. Bank and two years as an Investment Strategist for Investment Planning Counsel Inc. He has been involved in the investment industry since 1987.