OUR TEAM
MEET THE TEAM
Our financial services team is dedicated to delivering exceptional client experiences through personalized solutions and effective communication channels. With a focus on understanding each client's unique needs and preferences, we strive to build long-lasting relationships founded on trust, transparency, and proactive engagement.
ADVISORY TEAM
Jeremy Kwok
CFP, BABF
(Managing Director)
Jeremy is a dedicated financial advisor, blending his expertise in finance with a Certified Financial Planner (CFP) designation to provide tailored solutions for individuals and businesses alike. With a Bachelor of Applied Finance degree earned with honors, Jeremy brings a deep understanding of financial principles and a commitment to excellence in every client interaction. Leveraging his knowledge and experience, Jeremy assists clients in navigating complex financial landscapes, offering strategic advice on investment management, retirement planning, tax optimization, and more. Passionate about empowering others to achieve their financial goals, Jeremy is driven by a genuine desire to make a positive impact on the lives of those he serves.
CLIENT SERVICES TEAM
Nerissa Popal
(Client Services)
Our high energy, enthusiastic Marketing Assistant Nerissa has worked with Principle Centered Financial Services since 2001. Having also previously worked as an Administrative and Marketing Assistant for two other major financial service firms, Nerissa is one of the is one of the most experienced and knowledgeable assistants in the financial service industry.
Janice Ngu
(Client Services)
Recently graduating from university with a Mathematics major and Business minor, Janice Ngu is a well-rounded individual who is enthusiastic and eager to contribute to team success and client satisfaction at PCFS. Through hard work, attention to detail, and excellent organizational skills, Janice is motivated to grow and excel in the financial industry.
Sarah Popal
(Office Support)
Sarah Popal is an energetic and studious U of A student, responsible for maintaining our digital and physical client databases. Currently enrolled in French Immersion, Sarah is dedicated to her studies while finding time to balance her busy club volleyball schedule. She is a valuable addition to our team.
