Dave Viel CFP®, RRC
Dave Viel is a respected financial professional with more than 22 years of experience guiding Canadians through some of life’s most important financial decisions. As a CERTIFIED FINANCIAL PLANNER® professional and Registered Retirement Consultant (RRC), Dave has built a reputation for clarity, integrity, and an unwavering commitment to clients’ long‑term success. He works closely with business owners, professionals, farmers, retirees, and high‑net‑worth families to design tax‑efficient, practical strategies that help them grow, protect, and transition their wealth with confidence.
Dave believes that every client’s story is unique. He is known for distilling complex financial concepts into clear, actionable guidance and for creating plans that reflect each client’s goals, values, and life circumstances. His work spans retirement planning, estate and legacy strategies, corporate structures, risk management, and wealth optimization—always grounded in regulatory excellence and a deep understanding of the financial landscape.
With more than two decades as a business owner and advisor, Dave brings both strategic vision and hands‑on experience to every relationship. Clients value his thoughtful approach, his attention to detail, and his ability to simplify decisions that once felt overwhelming.
Outside the office, Dave is a devoted husband and proud father to his two sons. Whether he’s at the rink, at the pool, or cheering from the stands, supporting his boys in their many endeavors is one of his greatest joys. Connected to his community, Dave brings the same care, purpose, and integrity to his family life and volunteer work as he does to his professional practice.
Crystal Pope
Crystal is a Wealth Management Assistant bringing a passion for assisting clients with building, enhancing and preserving their financial well-being. She ensures that client accounts are running smoothly, prioritizes clear and concise communication, and assists clients along their journeys to achieve their financial goals. Whether it is assisting with account updates, preparing investment documents or answering day-to-day questions, she enjoys the key role she plays in supporting clients.
Outside of work, Crystal is a proud and busy mom of four. You can typically find her in the Peace River community supporting her children at swim meets and dance competitions. She has called Peace River her home for 30+ years and appreciates the small town vibe. Crystal understands how important it is for families to achieve and maintain financial well-being and brings a family-oriented mindset to her role.
Jeri Viel
Jeri brings a background in education to her role as Marketing Coordinator, drawing on her experience as a teacher to communicate clearly, stay organized, and connect meaningfully with clients and colleagues. Her ability to plan, adapt, and think creatively translates seamlessly into the marketing space.
Jeri values community involvement and brings a strong sense of dedication and teamwork to everything she does. Outside of work, she is a busy mom to two boys whose schedules are filled with hockey during the winter months and swimming throughout the summer. When she’s not cheering from the sidelines, Jeri enjoys spending time outdoors and going on new adventures with her family.