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Meet The Team

Partners David Novak and George Tozer were both raised in the Okanagan, and each have over 20 years of experience in the financial services industry. They have both raised families and participate in many aspects of our community. The Vista Financial Group's team environment, allows us to openly share ideas about the markets, investment strategies as well as the economy. This in turn results in every client receiving the most pro-active and collaborative advice possible.

 

David J. L. Novak

Senior Wealth Advisor
Associate Director, Wealth Management

David J. L. NovakDave brings over 20 years of in depth knowledge of the markets and investment industry to our team. As a Senior Wealth Advisor, Associate Director, Wealth Management and founding member of The Vista Financial Group, Dave oversees the design and construction of portfolios and plans. Dave manages relationships with clients as well as acting as a facilitator between clients and their trusted professionals.

Dave 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 Dave’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. Dave spends his days at home with his teenage son, Conner. Together they enjoy salmon fishing and taking in Kelowna Rockets games.

George A. Tozer, CFP

Wealth Advisor

George A. Tozer, CFPGeorge is a partner of Vista Financial Group and has 20 years of investment and financial planning experience. He is a Certified Financial Planner and holds his Life Insurance license. George is involved in all areas of planning and implementation within Vista Financial Group and works with clients to assist them in achieving their financial planning and investment goals. He is also a member of the Kelowna Estate Planning Council.

George is very active in his community, especially in sports, having coached city league and high school basketball, soccer as well as extensive involvement from coaching to directorships in Kelowna Minor Hockey.  He also has a strong passion for music and is an avid cook.  George enjoys travelling and spending time with his two children, Aaron and Niki.

Arvind Sharma, CIM, FCSI

Financial Consultant

Arvind SharmaArvind has been in the financial services industry since 1996 and brings a wide range of experience to client discussions. He is available to provide a detailed review of your current Estate plan. With his extensive outside network of lawyers and accountants, Arvind will work with you, to establish an effective plan that allows you to build, preserve and transfer your wealth. This type of planning may integrate such aspects as; Will and Estate Planning; Family Trusts; Powers of Attorney; Trust and Executor Services as well as Charitable Gift Planning.

Outside of work, Arvind spends time with the three women in his life – his wife Melodie, daughters Maya and Taryn, and black Labrador Bella. He also enjoys golfing, soccer, and hockey when time permits.

Susan-Lee Halaburda

Advisor, Scotia Wealth Insurance Services Inc.

Susan-Lee HalaburdaSusan-Lee has over 20 years of insurance industry experience.  Over the course of her career, she has worked in sales and marketing, ran her own insurance practice, and for the last 4 years, she has specialized in estate planning.


Susan-Lee believes that to provide the right solutions for her affluent clients, she must start with a complete financial plan.  She truly listens to your needs, addresses today’s concerns and possible future issues, and provides peace of mind by offering client focused solutions for preserving and protecting your wealth.

In her spare time, Susan-Lee stays busy with her 2 sons and keeps active playing squash and running. 

About ScotiaMcLeod

 
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® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Vista Financial Group is a personal trade name of David Novak and George Tozer.