Quinton Ursulan

Quinton was raised in Kelowna and graduated from UBC Okanagan with an Honours degree in Business Management with an emphasis on Mathematics & Finance.

He has currently passed level 1 of the Chartered Financial Analyst (CFA) program & all prerequisites for the Certified Financial Planner (CFP) program.

Quinton has taken an active role in developing firm-wide investment policies and procedures for the Fraser Financial Group as well as an independent Portfolio
Audit for high net-worth clients.

When not in the office, he enjoys the great Okanagan outdoors as much as possible.