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Meet Our Team

Jessica Holvik

Jessica Holvik, CFP®

Financial Planner

Calm. Precise. Dependable. Supportive.

Everything DiSC® Style: CS

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Amanda Van Soelen, CFP®

Financial Planner

Action-Oriented. Enthusiastic. Collaborative.

Everything DiSC® Style: iD

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Melanie McWhirter

Wealth Advisor

Collaborative. Encouraging. Action-Oriented.

Everything DiSC® Style: iS

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    James Parish

    Associate Financial Planning Advisor

    Calm. Precise. Dependable. Supportive.

    Everything DiSC® Style: CS

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      Jane Blanchard

       Client Liaison

      Analytical. Logical.

      Methodical.

      Everything DiSC® Style: C

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        Kim Coelho

         Administrative Assistant

        Collaborative. Encouraging. Action-Oriented.

        Everything DiSC® Style: iS

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          Aga Svitek

           Office Manager

          Action-Oriented. Results-Focused. Enthusiastic.

          Everything DiSC® Style: Di

            Allison Leacy

            Allison Leacy

             Administrative Assistant

            Supportive. Reliable.

            Collaborative.

            Everything DiSC® Style: C

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              Sahmina Jahn

                Administrative Assistant

              Supportive. Stability.

              Collaborative.

              Everything DiSC® Style: S

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                Danielle Fleming

                 Administrative Assistant

                Collaborative. Supportive. Enthusiastic.

                Everything DiSC® Style: Si

                  Learn More About Us

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                  Amanda Van Soelen, CFP®

                  Financial Planner

                  Amanda is a CERTIFIED FINANCIAL PLANNER® professional, mutual funds representative, and licensed life insurance agent with over a decade of experience. She is also a proud member of the Institute of Advanced Financial Planners and the Financial Planning Association of Canada.

                  Her journey into the industry began with a leap of faith. After ten years running a successful millwright business with her husband, Amanda transitioned into financial services in 2013. Although she had long been interested in personal finance, it was in practice that she truly discovered the impact of accessible, values-based planning. Today, she is part owner of LuminWay Financial.

                  Known for her approachable, inclusive nature, Amanda excels at making complex topics easy to understand. She loves hearing people’s stories, understanding what matters most, and mapping out a clear, achievable path forward. Solution-driven rather than sales-driven, she focuses on building trust and empowering clients to make confident, informed decisions.

                  Outside of work, Amanda enjoys kayaking and boating at the cottage. Married for 27 years, she and her husband Luke have two young adult children.

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