Holistic Fiscal Strategies Inc.

9-3151 Lakeshore Road, Box 417 Kelowna BC V1W 3S9

Team

Meet David A. Demeyere

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From 1987 to present David Demeyere has been working in the financial service industry. In 1996 he became a partner in Burns, Demeyere & Associates and sold his interest. David became a LEAP®Licensee in 2004 and has received more 520 hours of specialized training. He is currently enrolled in the Certified Leap PlannerTM (CLP) course.  After re-locating to Kelowna, David started Holistic Fiscal Strategies Inc. In August 2008 he purchased Temple Financial Inc. and is a Gold Key Advisor with Great-West Life.  David has always been very actively involved in his community.  He chaired the “It’s for Everyone” campaign which raised over $2.2 million dollars for the Tillsonburg community arena renovations.  David was the past president of the Central Okanagan Crime Stoppers Board and served on the board for 7 years.  David was born and raised in Tillsonburg Ontario. He is married to Kelly and has 3 daughters. He and his family re-located to the Okanagan Valley in 2008. In 1983 David graduated from Ryerson Polytechnical Institute with a three year Business Diploma in Management and Marketing.  David believes in team work to achieve the best results. He has assembled a team of local accountants, tax specialists and lawyers to call upon for additional input and ideas.  He will also work with your legal, accounting, tax, and money advisors creating a holistic plan for your future.


Darcy

About Darcy

Darcy brings over 25 years of experience and expertise in the areas of premium customer service through constant maintaining of good relationships with the advisor’s clients and sales support.  She acts as key contact person for advisors and their clients, often handling more complex inquiries.

She holds several industry designations:

  •    ACS Designation (Associate, Customer Service)
  •    AIAA Designation (Associate, Insurance Agency Administration)
  •    The Canadian Investment Funds Operation Course

 

Darcy was born and raised in Winnipeg MB and graduated with a degree in office administration. She joined Great-West Life in June 1998 in the Large Case Group Enrollment (Employee Benefits) and then moved with her husband to Kelowna BC in 2004 where she joined the local Great-West Life Resource Centre focusing on Segregated and Mutual Funds and office administration.  Darcy now works with Holistic Fiscal Strategies Inc, the Peacock Sheridan Group and  several independent firms in the Business Centre.

She enjoys time with her husband and their two dogs.  When she is not in the office she can be found: skiing, swimming, camping, volunteering with the St John Ambulance Dog Therapy program and challenging herself by participating in local Triathlons.