Craig White, CIM®, FCSI® Senior Wealth Advisor, Portfolio Manager

Craig White, CIM®, FCSI®

Senior Wealth Advisor, Portfolio Manager

Kelowna, BC

Licensed in Canada and the United States

Craig is one of the founding members of Plena Wealth Advisors. Over the years the team has successfully built a wealth advisory practice, which has allowed them to move to the top echelons of financial advisory teams within Raymond James Ltd. Craig believes that a disciplined investment philosophy is a fundamental component of a client’s financial success. His approach is based on a longer-term assessment of clients’ objectives and goals, with an unyielding focus on risk management.

Craig is responsible for construction of client portfolios and is driven to uncover “best-in-class” investment solutions. He is dedicated to assisting clients in achieving their financial goals, while always acting with integrity and putting the needs of clients first. Craig was honoured to be nominated for the IIAC’s Top 40 Under 40 award in 2017. It recognizes and celebrates the new generation of highly motivated and talented young professionals whose drive, dedication, qualities and accomplishments have brought distinction to Canada’s investment/financial industry.

Craig leads an active lifestyle, taking in many of the enjoyments British Columbia offers with his wife and two young children.

The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.

The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements

What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.