At JV Financial Group we use a unique, values-based approach to help our clients identify and explore their values and goals in life. Together with our clients and their other professional advisors, our team works in a Joint Venture relationship to make these goals a reality. Focusing on each family’s unique situation, JV Financial Group becomes an integral and trusted partner in the lives of our clients and their families.
Vaughn is a Chartered Accountant and holds the Certified Financial Planner, Registered Financial Planner and Trust and Estate Practitioner designations.
Vaughn founded JV Financial Group in 2001 after previous careers with an international accounting firm, and as a Regional Manager of a national financial planning firm. Recognizing the need for more personalized service than is typically available from large institutions led Vaughn to create an independent wealth management firm that offers comprehensive and unbiased financial planning advice to high net worth clients. Vaughn has developed a unique skill set by combining his training and experience as both an accountant and a financial planner. Clients value his ability to coordinate sophisticated tax, estate and business planning strategies with their other professional advisors and to communicate these strategies in a straightforward and understandable manner.
Vaughn, his wife and two adult children all live in Edmonton. He enjoys travelling to exotic destinations, playing golf and camping.
Kelly obtained his Bachelor of Commerce degree from the University of Alberta and holds both the Certified Financial Planner and Chartered Investment Manager designations.
Prior to joining JV Financial Group in 2005, Kelly advised high net worth clients at a national financial planning firm. His proficiency for building and maintaining client relationships has been a driving force in JV’s long term success. Kelly focuses on portfolio construction and investment planning while working with clients to achieve the goals identified in their financial plan. His direct and practical approach is appreciated by clients while they navigate through complex financial decisions.
Kelly lives in Edmonton with his wife, daughter and son. His personal interests include mountain biking, skiing and travel.
Thom holds the Certified Financial Planner designation, has obtained a Bachelor of Commerce degree from MacEwan University and is currently pursuing the Chartered Investment Manager designation.
Thom joined the financial industry in 2006 and has taken on many roles, including owning his own independent financial planning business before joining JV Financial Group. He has developed a broad knowledge base in all aspects of financial planning and specializes in investment and retirement planning. Thom focuses on assisting clients in every stage of the financial planning process, while keeping their long term goals in clear view. Clients value his personalized approach, attention to detail and clear communication.
Thom lives in Sherwood Park with his wife, son and daughter. In his personal time, he enjoys family holidays and playing and watching all types of sports.
Abby is a Chartered Professional Accountant and holds the Certified Financial Planner designation. She obtained her Bachelor of Commerce degree (major in Accounting) from the University of Alberta. Abby has also completed all three levels of CPA Canada’s In-Depth Tax Program.
Abby joined JV Financial Group with an extensive background in wealth management, accounting and tax. She has experience serving high net worth families as a Financial Planning Specialist at a national financial services company as well as a Tax Manager for one of the largest international public accounting firms. Abby specializes in providing clients with comprehensive tax, succession and estate planning services. Clients appreciate her commitment to consistently identify and implement innovative and customized financial and tax planning strategies.
Abby is a Steering Committee member of the Canadian Tax Foundation’s Edmonton Young Practitioners Group. Abby lives in Edmonton with her husband and son. She enjoys travel, music and sports like tennis, hiking and skiing.
Braden holds the Certified Financial Planner designation and graduated from the University of Alberta with a Bachelor of Commerce degree.
Braden joined JV Financial Group in 2016 after working as an Insurance Specialist for a provincial financial institution. His extensive knowledge of risk management is a fundamental component of the financial planning process. Braden also specializes in retirement planning and works closely with clients and other JV team members to build, implement and maintain successful retirement plans. We appreciate Braden’s talent for distilling complex retirement and insurance options into clear actionable steps that align with each client’s values.
Braden lives in Edmonton with his wife and their infant son. He enjoys all things outdoors, particularly fishing and hiking.
JV Financial Group is dedicated to helping our clients create, preserve, and distribute all aspects of their wealth in accordance with their values.
