Dave Terpening

Dave has been involved in the financial services industry since 1985. In addition to being a financial advisor to many families and businesses throughout Western Canada and the Yukon, he has worked for a number of major financial institutions. In 1999, along with Rosalie Leischner, Dave bought Braun Financial Services Ltd. He enjoys the role of helping people organize and maximize their finances and help them plan for a successful financial future. Dave holds a number of industry designations and is looking forward to his thirtieth anniversary as an advisor in January, 2015. Outside of the office, Dave is an avid photographer. He and his wife Nancy enjoy travel, hiking and the company of good friends.

Rosalie Leischner

Rosalie Leischner has been associated with Braun Financial Services since the mid 1980s. Rosie and her business partner, Dave Terpening, purchased the Company from the Braun family in 1999. She obtained her Certified Financial Planning (CFP) designation in 2005. She continues her educational requirements on a yearly basis in order to renew her designation and to keep abreast of new products and trends. She loves spending time with family and friends cooking, having games nights and her passion for live theatre. She and her spouse, Michael, enjoy travelling and finding interesting destinations and cultures to explore.

Christine Conway

Christine Conway joined Braun Financial Services as a financial advisor in July 2009. Prior to working at Braun Financial, Christine spent four years between two Managing General Agencies, supporting advisors as they worked with various insurance and investment products. Christine holds the Certified Financial Planner designation, Certified Health Insurance Specialist designation, a Bachelor of Arts from Providence College, as well as an Associate designation from LOMA, the Life Office Management Association. On Nov 28, 2014 Christine joined Dave and Rosalie as partner in the firm. Christine is the author of The Debt-Free Lifestyle which is a personal finance book designed to help Canadians get out of debt, pay down their mortgage faster and prepare for a comfortable retirement. She is also passionate about giving back to the community. She served on the Board of Directors for the New Westminster Chamber of Commerce between February 2011 to June 2016 and as Chair of the Board from February 2013 to April 2015. Outside of the office Christine enjoys spending time with her husband Cameron.

Karen Wong

Karen Wong has been with Braun Financial Services since January 2006. She brings her administrative abilities to the team with over 20 years of industry experience. Previously she worked with Maritime Life, Sun Life and Empire Life. In her personal time she enjoys trying different types of cuisine and is the co-commissioner for an eight ball pool league.

   
 

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