Turning Complex Finances into Clear Outcomes

For over 10 years, I’ve partnered with highly skilled professionals—power engineers, millwrights and oil & gas experts—as well as affluent families, delivering financial plans that actually work for their lives. I know your world: the unpredictable shifts, cyclical project work, commodity-price swings and the need to safeguard a hard-earned legacy.

Why I Do This

My passion for personal finance ignited when I watched friends in oil & gas navigate dramatic boom-and-bust cycles with no roadmap. I vowed to build a practice where no one feels lost in paperwork or jargon. As a CERTIFIED FINANCIAL PLANNER (CFP®) professional and Registered Retirement Consultant (RRC®), I fuse technical expertise with a human touch—designing strategies that adapt to your unique career arc, lifestyle and long-term goals.

How We’ll Work Together

• Advanced Wealth Planning: Structuring portfolios to weather market cycles and optimize growth.
• Tax Optimization: Leveraging every available credit, deduction and income-splitting strategy.
• Capital Preservation: Instituting income-guarantee solutions and legacy trusts that stand the test of time.
• Personalized Guidance: Ongoing check-ins to adjust your roadmap as your career and family evolve.

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Eric began his financial planning career with IG Wealth Management in 2015 out of Regina, Saskatchewan, where he was born and raised. He moved to the Okanagan Valley in 2020 to form a joint client centric financial planning practice; the Engevik Saleski Group. Eric holds his CERTIFIED FINANCIAL PLANNER^® designation and is currently working toward obtaining his Chartered Investment Manager (CIM) designation.

Eric believes wealth management is more than just managing money and that financial success is achieved by implementing a synchronized, holistic approach in all areas of comprehensive financial planning. This includes managing cash flow efficiently, preparing for the unexpected, optimizing for a robust retirement, and enhancing the eventual size of your estate for future generations. Understanding that clients' biggest expense throughout their lifetime is taxes, Eric and his team put tax minimization strategies at the center of everything they do. 

Outside of the office, you can find Eric exploring the beautiful Okanagan Valley with his Fiancé Brooke and their dog Daisy. Additional hobbies include golfing, surfing, snowboarding, and traveling. 

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Laura is the Marketing & Events Coordinator at Engevik Saleski Group, where she plays a pivotal role in enhancing the firm's brand presence and fostering client relationships through strategic marketing initiatives and engaging events. Laura has a passion for creating meaningful connections, she combines her expertise in marketing with her keen organizational skills to deliver successful programs that resonate with clients and prospective clients alike.

At Engevik Saleski Group, Laura is responsible for planning and executing a diverse range of events, from client seminars to community outreach programs. She is adept at leveraging social media and digital platforms to promote events and ensure maximum participation. Her attention to detail and ability to anticipate client needs make her an invaluable asset to the team.

In her free time, Laura enjoys spending time with her family and dogs, volunteering in her community, and staying updated on the latest marketing trends. She believes in the importance of continuous learning and regularly attends industry conferences to enhance her skills.

With her innovative mindset and commitment to excellence, Laura is dedicated to driving the success of the Engevik Saleski Group through impactful marketing and memorable events that leave a lasting impression on clients and the community.