Chris Hodgkinson CFP®
As a CERTIFIED FINANCIAL PLANNER® professional, Chris stands at the pinnacle of the financial planning industry, bringing an unparalleled commitment to reshaping the narrative around comprehensive financial guidance. Beyond the common misconception that portfolio management is the sole facet of financial advice, Chris enthusiastically advocates for a more holistic approach. With an unwavering passion for demystifying sophisticated financial strategies, he empowers clients by translating complex industry jargon into accessible, step-by-step guidance.
With his proficiency in IG's Living Plan software, Chris has played a key role in shaping its evolution, contributing invaluable insights as a key member of feedback and functionality groups. Beyond serving clientele, he extends his expertise to the community, volunteering time to equip others with the knowledge to make informed financial decisions.
A distinguished community leader, Chris channels his altruistic spirit into meaningful initiatives. In Australia, he dedicated over 1,000 patrolling hours to surf-lifesaving, a commitment he maintains as an active member of the Surf Lifesaving Club today, still volunteering when returning on vacation. Locally, as the former President of the Vernon Paddling Centre, Chris secured funding for adaptive paddling equipment, reflecting his dedication to making water sports accessible to all.
"In the world of finance, simplicity is the ultimate sophistication."
Sattu Mahapatra MBA, BA (Economics)
Sattu works predominantly with affluent families, including primary client relationships with business owners/executives, retirees, and high-income professionals. His education and experience have been heavily focused on advanced investment, tax, insurance, and legacy planning strategies that have a significant impact on these groups. At the high-net worth level, Sattu specializes in advanced planning, including the involvement of high-end insurance planning strategies, discretionary & managed investment portfolios, and sophisticated use of corporations and trusts.
On a personal level, Sattu and his wife Bernie are fully engaged in the Okanagan lifestyle—whether skiing, golfing or taking part in other outdoor activities. He is also an active board member in two local not-for-profits, where his experience and skills can further the respective causes.
“Your work is going to fill a large part of your life, and the only way to be truly satisfied is to do what you believe is great work. And the only way to do great work is to love what you do.”
Donna Harrop
Donna brings invaluable support to our practice with over 15 years of experience in finance and administration. Her wealth of knowledge encompasses diverse financial processes and systems, contributing to the seamless functioning of our operations.
Having called the Okanagan home for over a decade with her husband, Donna has cultivated a profound understanding of the community's needs and intricacies. This local insight enhances her ability to address the unique requirement of our clients in the region.
Beyond her professional achievements, Donna is a dedicated family person, finding balance in her life through a happy marriage and joys of being a parent to two wonderful children and two lovely grandchildren, all residing in the Okanagan. This aspect of her life exemplifies her capacity to manage multiple responsibilities simultaneously, a quality that resonates in her professional role.
Driven by her passion for the financial sector and genuine love for the Okanagan, Donna embodies the perfect fusion of professional excellence and personal fulfillment, enriching both our team and client experience.
Kellie Exner
With a background in luxury retail, Kellie embarked on a transformative career journey, joining IG Wealth Management in 2017 and seamlessly adapting to the dynamic environment.
Born and raised in Vernon, Kellie’s roots run deep in the community. After living abroad for a significant part of her adult life, she returned to her hometown in 2013, ushering in a new chapter with her husband and stepson. Proximity to her immediate family in the Okanagan was a significant factor in her decision to return.
Kellie’s transition to our practice marked a pivotal and fulfilling career choice. Beyond her love for the role, she cherishes the camaraderie with her colleagues and the joy of reconnecting with long-time clients from her upbringing in this close-knit community.
In striking a balance between her personal and professional life, Kellie finds fulfillment in family moments, culinary pursuits, creative projects, and staying active, often accompanied by her cherished feline companion. Her dedication to both her work and personal life enriches the overall team dynamic and enhances the client experience.