Bethany Wheeler

Investment Advisor

As a female financial advisor with a holistic approach to wealth management, I bring a unique perspective to help my clients achieve their financial goals. Success is not just about numbers; it is about your life, your dreams & your values.

My commitment is to empower my clients with personalized financial strategies that not only grow my clients wealth, but also align with their aspirations and priorities. I draw on open communication, tailored solutions and a deep understanding of my clients financial journey to ensure that they can confidently navigate their path to financial well-being today and in the future.

I began my career in the financial industry with CIBC after moving to Brandon from the Okanagan in 2011. I served clients in many capacities, including working with high value clients and later on in a management capacity. In 2018, I shifted my focus to learning more about private wealth and investments when I took on an associate role with RBC Dominion Securities and then briefly with Edward Jones.

When away from the office, I can be found chasing around my two boys, hiking with my dogs or lifting weights.