Bonnie has been a critical part of the Financial Plan operations team since 2012, functioning as both Operations Director and Office Manager. She works with clients on a wide variety of servicing issues, assists Lead Advisors, conducts overall office administration, and directs new staff training. She is an expert at navigating administrative procedures surrounding financial transactions.
Bonnie is a great resource for helping clients through the processes required to set up new accounts, transfer funds, complete rollovers, or in any situation where assistance is needed navigating the complex financial universe.
Bonnie graduated from Trinity Western University in Langley, BC with a degree in Business Administration and minor in Psychology. Her passion for business administration led to her role as Executive Assistant to the General Manager for General Growth Properties (Bellis Fair Mall) prior to joining FP Inc. She also served as the Executive Assistant to the President of Stone Ministries, Inc. which took her to 37 different countries over the course of 7.5 years. She has a passion for music and has sung all over the world with the mission group “Celebrant Singers.”
During her time with Celebrant Singers, Bonnie met her husband, David and they eventually settled in Whatcom County in 2000. Together they enjoy entertaining friends and family, spending time on the water and finding joy in the ever-changing adventure of raising their three beautiful children.