DesignWealth is powered by a team of talented mentors and administrators coming from different walks of life.
We’ve always been interested in helping individuals become better versions of themselves and we felt the best way to do that was to work in the financial services industry. We were frustrated by the fact that so many individuals wanted to start working towards their dreams, but felt like they weren’t ready or didn’t have the assets that are usually required by financial institutions to become their clients. We started this process because we believe everyone deserves access to advice. We also believe that people are best served when everyone has something at stake and a common purpose. Out of this necessity, DesignWealth was born.
Jared Webb is one of the founding members of DesignWealth. A Certified Financial Planner (CFP) with over 13 years of experience, Jared brings a vast array of experiences and skillsets to help clients and the community. Jared’s passion for raising expectations when it comes to financial advice is surpassed only by his love for his family. Jared is married with 4 kids, a dog and 2 fish. He has a mortgage, works full-time and attends virtually all of his family’s extracurricular activities. He also believes in supporting the community through his involvement in the Victoria Chamber of Commerce, Prodigy Group, Junior Achievement, Futurepreneur and Advocis.
Originating from Winnipeg, Josue enjoys helping individuals realize the best versions of themselves. When starting, he was frustrated that so many millennials wanted to work towards their dreams, but he felt as though there was a disconnect between how they wanted to accomplish them and traditional wealth management. He knew that more was needed and aided in the birth of DesignWealth. Josue has his Qualified Associate Financial Planner (QAFP) designation, Bachelor of Commerce (Honours), and studied finance at NEOMA Business School in France. Josue is a Member of Advocis and a volunteer for Junior Achievement, an organization teaching financial literacy to children. For Josue, a wealthy life includes watching/playing soccer, eating really spicy food, and travelling which has taken him to 21 countries.
Carey was born and raised in Victoria, BC. In 2007, she received her Certificate in the Administration Program at Camosun College. After graduation, she worked in the medical field for 4 years.
In 2011, she decided to change careers and transitioned to Fernhill Financial. With little experience in the financial industry, it was a big learning curve; however, with help from her team, she developed the knowledge and skills that make her an invaluable asset. Carey is a member of Advocis and completed the H&R Block Level 1 Tax Course in 2015, coming in at the top of her class!
In her spare time, Carey spends her time with her boyfriend Patrick and her step-daughter Addi, family and friends, practices yoga, hikes and loves travelling to tropical places.
Tammi originated from Manchester, England where she attained her BTEC National Diploma in Business, Travel & Tourism. In 1996, Tammi & her husband, Jeremy, decided to leave England. They spent 6 years in Los Angeles CA, before making their way up the coast to BC, at which time, Tammi joined Fernhill Financial Corporation. Jeremy’s career has taken them to Vancouver & Los Angeles, but today’s technology has enabled her to keep in close contact with everyone when away from the office. Since 2006, she has been a Licensed Assistant, earned her Branch Manager Designation, completed the Level I Tax Course, served as an Industry Representative for the Mutual Fund Dealers Association of Canada (MFDA) and is a member of Advocis. In her spare time, Tammi enjoys being with Jeremy, her menagerie of animals, reading & cruising.