The Summit Difference –
What Sets us Apart

We inspire confidence and clarity in every financial journey—empowering clients to build, protect, and enjoy their wealth through thoughtful planning, trusted advice, and a lifelong commitment to excellence.

What sets our office apart is the strong culture we’ve built together. We value collaboration, respect, and trust—treating one another like family and extending that same care to our clients. When you visit our office, you’ll find a welcoming environment where professionalism and warmth come together, creating a space where clients feel comfortable, supported, and valued.

Organizations we support

We are proud to be part of the Vernon community and are committed to giving back in meaningful ways. Supporting local causes is one of the ways we show our gratitude and help strengthen the community we call home.

Connect directly with one of our Advisors

Your financial advisor is here to help, no matter where you are on your financial journey. Planning for the future, making investment choices, or dealing with life’s surprises—you can reach out anytime. We’re always happy to offer guidance and support.
  • Dean Barnard
  • Rob Bauml
  • Robert Dunlop
  • Franz Vickerson
  • Cole Shapitka
  • Greg Mussenden
  • Ilona Nelson
  • Ashley Neelin
  • Chantelle Dunlop

Need advice?
We're here to help.

Get in touch