Our Team
Mike Holyk
Senior Investment Advisor
Mike is a long-time resident of Nanaimo having moved to the hub city after university in 1992 and it was in Nanaimo that he joined the financial services industry in 1996. Mike brings retail advisory, institutional sales, management and investment experience to his role.
As a Senior Investment Advisor he has worked with three of Canada’s largest financial planning and investment firms. As a Regional Vice President in his institutional role he had the opportunity to work with some of Canada’s best Investment Advisors as well as some of North America’s most respected institutional money managers.
Kieran Johnson, CFP
Senior Financial Advisor
Kieran Johnson is a Certified Financial Planner® with more than 15 years of experience helping individuals, families, and business owners build long-term financial confidence. Born and raised in Nanaimo, Kieran operates a multi-generational family practice that was founded more than 30 years ago by his grandfather, later carried on by his mother, and now led by him since 2019. His approach is grounded in putting clients’ interests first, with a strong emphasis on trust, education, and building lasting relationships.
Kieran specializes in working with professionals, business owners, and high-net-worth families who value personalized advice and long-term planning. In addition to investment management, he is licensed to provide life insurance solutions and comprehensive financial planning strategies tailored to each client’s unique goals. By maintaining a selective client base, he is able to provide a high level of service and ongoing guidance, while helping clients make informed financial decisions with clarity and confidence through every stage of life.
Dan Smith
Associate Investment Advisor
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Amanda Robertson
Insurance Advisor / Administrative Assistant
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Tanya Erickson
Administrative Assistant
