Meet Your Team

Meet your team

At our firm, we have the client—and only the client—in mind.

At Isle Wealth, we have the client—and only the client—in mind.

At the heart of our team is a blend of diverse skills, deep commitment, and a genuine passion for making a real difference. With decades of experience in finance, wealth management, and social impact, we're here to offer you not just our expertise, but our dedication to your success.

We understand that every client is unique, which is why we give each of you our full attention—every step of the way. From crafting a personalized plan to executing it and checking in regularly, we're by your side to help you achieve your financial goals. Our approach is all about being proactive and using the best methods to meet your needs, ensuring that you get the results you’re looking for.

Joanne Kaban CFP, CIM, RIS

Senior Wealth Advisor, Financial Planner, Cross-Border Advisor

joanne.kaban@raymondjames.ca

My journey in finance began back in 2008, and since then, I've dedicated myself to mastering the craft. Holding esteemed titles like Certified Financial Planner® (CFP), Chartered Investment Manager (CIM), and Responsible Investment...

Melissa McGuire CFP, RIS

Financial Planner

melissa.mcguire@raymondjames.ca

Melissa began her career in the financial services industry over 10 years ago. She holds a Bachelor of Music and Bachelor of Arts both from the University of Victoria. She also holds the Responsible Investment Specialist designation, a...

Qualicum Beach office

David Nellist

Senior Financial Advisor - Qualicum Beach of Raymond James Ltd.

David is the Senior Financial Advisor, and Branch Manager at Raymond James Qualicum Beach Branch. He is securities and insurance licensed and holds his Certified Financial Planner (CFP®) designation. In 2001, David and his family...

Shirley Nellist

Branch Administrator - Qualicum Beach of Raymond James Ltd.

As Branch Administrator, Shirley looks after overall coordination of client management in our office. Shirley is here to make sure you are looked after in the most professional way possible. She has a unique client focused attention to...

Tanya Forde

Administrative Assistant - Qualicum Beach of Raymond James Ltd.

tanya.forde@raymondjames.ca

Tanya's journey in financial services began in 2011, where she quickly discovered a passion for helping clients reach their goals. Starting out in the credit union system, she built a strong foundation rooted in community values and...

Victoria office

Jonathan Kaban

Office Administrator

jonathan.kaban@raymondjames.ca

Jonathan has been part of Isle Wealth behind the scenes for several years, supporting the team with bookkeeping and operations. He is now expanding his role to include client administrative duties in our Victoria office as he works...

Saba Paktarigh

Marketing Specialist and Administrative Assistant

saba.paktarigh@raymondjames.ca

Saba supports the Isle Wealth team across both client experience and digital communications.She brings a background in marketing, design, and content strategy, along with a Master of Global Business from the University of Victoria. She...

Our specialists

Jacqueline Knoblauch

Insurance Planning Specialist

Specialized in financial, estate and insurance planning primarily for incorporated business owners.
14 + years of industry experience, including 8 years with Raymond James.
A certified financial planner (CFP) and chartered life underwriter (CLU).

Samantha Russell

Associate Vice President, Solus Trust Company

Focuses on helping individuals and families navigate the complexities of estate planning, trust structuring, and estate administration.
Consults with clients on the preparation of comprehensive estate plans, including executor solutions, trustee support, and powers of attorney for property.
Approach is grounded in both technical expertise and a deep understanding of the personal dynamics that often accompany estate planning decisions.
Has completed a Juris Doctor (law) degree and holds the Trust and Estate Practitioner (TEP) designation.