Mike started in the financial services industry as a banker back in 1997. He quickly shifted his focus to wealth management, eventually publishing his Financial Planning guide “It’s Only Money” and writing a bi-weekly column for the Times Colonist called “Dollars and Sense”. Mike works with a wide range of clients in Southern Vancouver Island, and across Canada, helping them to become confident that their personal financial future is secure. When not in the office, Mike is focused on his wife and family. He also enjoys reading and kickboxing (but not necessarily at the same time).

Mark began his career at Revenue Canada after University. He spent 14 years there specializing in tax auditing. He has been in the finance and wealth management industry for over three decades and specializes in portfolio creation, retirement planning, and tax-efficient investing. Mark helps his clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financial goals. When looking for a break from the hustle and bustle of wealth management, you may spot him hitting pin-seeking shots at Uplands Golf Course, gardening, camping, or relaxing at the cabin on Hornby Island.

Jordan began his financial career with a Credit Union before joining the Watkins Group in 2015. He earned his CFP while taking on the senior advisor position at a bank in Kamloops while supporting his wife through law school. Jordan now lives on the island he grew up on, and is back managing relationships with the team. You would be hard-pressed to find anyone more passionate about educating his clients, and helping everyday people achieve their financial goals – whether it be at the office, or online through his social media channel. Occasionally, you may find him fishing off the coast or playing hockey at ridiculously late ice slots. He lives in Langford, BC with his wife, Stephanie, and his daughter, Dove.

Karen has over three decades of financial services and administration management. As CEO (Client Experience Officer) for The Watkins Group, Karen is responsible for the overall experience of the team’s organization and services. Karen’s passions include extensive charitable fundraising, long hikes with her husband Ron and her boy Oliver (white westie), tennis, sports, and wine tasting. Clients love her fiery attitude and her dedication to going above and beyond at helping them achieve their goals.

Kelly began her career in Finance in Calgary working as a Portfolio Administrator for a private firm for over three years. Shortly thereafter, Kelly moved back to her hometown of Victoria, B.C with her husband to start a family. Kelly graduated from Camosun College’s School of Business with a certificate in Business Management and a diploma in Business Administration – Management. Kelly is our team’s newest member, and the go-to person for facilitating transfers, sending cash, and file management. In her spare time, she enjoys spending time with her family, friends, and getting outside.