Vista Financial Group

At Vista Financial Group you and your family come first. Whether you need advice on funding your children's education, your business, or your retirement, we are here every step of the way.

We believe that building a solid relationship based on the values of trust, integrity and performance are what set us apart.

We understand that each client's financial situation is unique, which is why financial planning is such an integral part of our process. At Vista Financial Group you can be assured that your needs are understood first, then the investment process can begin.

Reach your peak financial health with Vista Financial Group.

OUR TEAM

David Novak

David Novak brings over 25 years of in-depth knowledge of the markets and investment industry to our team. As a Senior Wealth Advisor and founder of The Vista Financial Group, Dave oversees the design and construction of portfolios and plans. Dave manages relationships with clients as well as acts as a facilitator between clients and the trusted professionals that are a part of the Vista Financial team.

David was born in Winnipeg and moved to the Okanagan with his parents and three sisters in the late 1970’s where they settled in Penticton. As David’s family has an extensive background in medicine, they have instilled in him the importance of education and healthy living. He is an avid golfer and incorporates his love for golf into his professional life by hosting golf tournaments for friends and clients alike. David enjoys spending time with his partner Tracy, their children Conner, Taigan, Riley and Gavin, and their dog Jagger, who is currently being trained for field trials. As a family they enjoy hiking, going to hockey games, golfing, and travelling.

David is passionate about philanthropy, which is evidenced by his financial support to numerous charities over the years. He has recently decided to work with Mamas for Mamas in their quest to help build and support families in need in the Okanagan.

Marie Wood

Your client experience, elevated. Marie has been working with clients in the financial industry for nine years and strives to make your experience seamless and easy. When it comes to the administration of your accounts, she is a knowledgeable resource that will go above and beyond to make sure that you spend less time doing paperwork and more time doing the things you love.

Among her many duties, Marie also leads the team in creating Retirement Projections for clients. A tool that we use to be sure that your retirement goals are on target and your financial future is sound.

Marie lives downtown Kelowna with her partner and cat. She likes to explore the Okanagan through hiking and visiting wineries. She enjoys playing volleyball and trivia with her friends, and never misses an opportunity to participate in various charity events both sponsored by Raymond James and in the community.