Robert Van Alphen, CFP®, CIM®
I’ve spent 20 years helping individuals and families in the Okanagan build financial clarity and confidence. My approach is simple: listen first, plan carefully, and guide clients with honesty and transparency.
I believe great financial advice is built on trust — and trust is built on relationships. That’s why I take the time to understand what matters most to you, your family, and your future.
When I’m not working with clients, you’ll find me enjoying everything the Okanagan has to offer — from the lakes and trails to the incredible local community.
Felicia Cartier
Felicia is the cornerstone of the Van Alphen Advisory Team, always ready to provide exceptional support. With years of experience, she consistently goes above and beyond to ensure clients are well taken care of.
Kassity Van Alphen
Kassity supports the Van Alphen Advisory Team as an Administrative Assistant, helping coordinate marketing, client events and other initiatives that keep clients and their families connected with the team. She brings a thoughtful, creative and people-focused approach to her work and is committed to supporting clear communication and a welcoming client experience.