Your Financial Future, Secured
About Us
At Pacific Wealth Management, we provide personalized financial strategies to help you achieve your goals and secure your future.
Welcome to Pacific Wealth Management
Pacific Wealth Management is committed to providing expert financial guidance and personalized service to our clients. Our mission is to help you navigate the complexities of financial planning with integrity and trust. With decades of experience, our team is dedicated to ensuring that you are well-prepared for whatever the future holds. We believe that financial planning is the cornerstone of a secure future, and we are here to empower you to make informed decisions about your financial health.
Lyle Feeney, CFP®, RRC®
CERTIFIED FINANCIAL PLANNER® Professional
Lyle is a co-owner of Pacific Wealth Management Ltd. Lyle started his financial planning career is 1998 in the Kootenays. He moved to Campbell River in 2007. Lyle brings sound business management principles and a strong foundation in personal and corporate financial planning to all his clients. Lyle presently holds the Certified Financial Planner (CFP) designation, as well as the Registered Retirement Consultant (RRC) designation.
From 2009-2015, Lyle crossed over to the banking sector as a financial planner and became the District General Manager for one of the big five chartered banks in 2013. He managed both Central and North Vancouver Island districts at different times during his tenure. During his time as General Manager in the two districts, Lyle managed over 30 employees across 15 branches, and was responsible for the management of close to $2 Billion dollars in assets.
In January 2015, Lyle left the bank to pursue his true passion of working once again directly with clients. He brings a down to earth approach to financial planning and speaks to clients in a language that they understand. His strengths include investment planning, tax and estate planning, insurance protection, and cash flow analysis. His clients speak highly of him regarding his industry knowledge, and his ability to continuously find solutions to improve their financial position. Lyle stays abreast of changes in the industry and is a forward thinker when it comes to preserving the capital of his clients. His personal and corporate clients rest easy knowing that he is looking after their financial well-being.
Lyle has two grown children who have completed university; one is now also working in the financial services industry, while the other is pursuing a career as a talented artist. Outside of work, Lyle enjoys golfing, traveling, and biking with his partner Kristi.
Michael Feeney, CFP®
CERTIFIED FINANCIAL PLANNER® Professional
Mike is a co-owner of Pacific Wealth Management Ltd. Mike was born and raised in the Kootenays, in beautiful Rossland, BC where he enjoyed playing hockey, skiing, golfing, and fishing. Mike moved to Campbell River in 1986 where years later he met and married his wife, Janice.
After working 18 years with Grayline of Victoria Mike wanted a new challenge and decided to make a career change. Mike began his career as a licensed Mutual Funds administrator in 2007 with Partners in Planning. Mike became a financial advisor in 2009 and is currently a Certified Financial Planner professional.
In 2009 Mike opened his own office with Desjardins Financial Security Investments Inc. in Courtenay, BC. This is where he met most of his clients. In October 2018 Mike joined forces with Lyle, and they formed Pacific Wealth Management Ltd. Mike has a strong background in tax and estate planning, insurance protection, and investment planning.
Mike takes the time to get to know his clients personally as well as financially to establish lifelong financial goals. Mike believes in educating his clients in terms and language that is easily understood for them to make better investment decisions. Once Mike has a good understanding of his clients current and future needs, he will make recommendations for their budget and choose appropriate products to meet their needs.
Jennifer Daffurn, RRC®
Registered Retirement Consultant®
Jennifer, a lifelong resident of Vancouver Island, has been dedicated to the financial services industry since 2005. She earned her mutual fund investment license in 2008, her compliance manager designation in 2010, and became a Registered Retirement Consultant (RRC®) in 2023.
Passionate about meeting the unique needs of her clients, Jennifer offers professional, tailored solutions designed to address individual financial goals. She strives to build strong, trusting, and lasting relationships, always prioritizing her clients’ financial well-being.
Proud to be an “island girl,” Jennifer has a strong sense of community. She actively volunteers with several local non-profit organizations, finding great satisfaction in contributing to her community.
Outside of her professional life, Jennifer and her husband have three grown children. Weekends you can find her spending time outdoors taking in local biking, fishing, gardening, and camping adventures.
Jaclyn Peek
Administrator
Jaclyn grew up in Campbell River, BC where she enjoyed playing soccer and rollerblading. She graduated from Timberline Secondary School in 2004 and went on to CDI College in Victoria, where she earned a Legal Administrative Diploma in 2006. Her journey includes working as a nanny in Peru and serving as a Legal Administrative Assistant at CR Lawyers, where she specialized as a litigation assistant.
In 2010, Jaclyn moved to Squamish, BC and worked at Douglas B. Chaisson law Office as a conveyancer, handling wills and estates. After spending a few years as a stay-at-home mom to her three daughters, Jaclyn joined Pacific Wealth Management Ltd. in 2020, where she works as an administrator. Her responsibilities include booking clients, preparing files, uploading and filing client documents, and managing day-to-day tasks.
Jaclyn enjoys spending time with her husband and children camping, paddleboarding, and embracing the beauty of the outdoors. She also loves volunteering at the schools her children attend.
Committed to Your Financial Success
At Pacific Wealth Management, we recognize the complexities and challenges that come with managing your finances. Our team is dedicated to understanding your unique financial situation and providing tailored solutions that align with your goals and aspirations.
We are committed to helping you navigate through financial uncertainties with confidence. Our comprehensive approach ensures that every aspect of your financial health is addressed, from investment strategies to retirement planning. Trust us to be your partner in achieving financial stability and success.