OUR STORY
Wealthy Roots Financial is a company built on the foundation of caring; Mother-Daughter Operated. Their number one goal is to deliver exceptional service and continue building lasting relationships with their clients.
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Sandy and Shelby have been working alongside each other for more than a decade. Their combined experience is over 50 years in the industry—these two brilliant women are passionate about what they do and strive to offer their clients the best financial planning options. Shelby is a third-generation financial advisor following in the footsteps of her mother, Sandy, and Aunt Peggy. Sandy is a second-generation advisor, and Peggy Kelly was a well-recognized and respected advisor in Kamloops prior to her passing.
Shelby and Sandy are true Kamloopsians who have planted their roots and look forward to growing here.
THE ROOTS
We Are Women Who Care
SHELBY SEATH (VOLLO)
Certified Financial Planner
CFP, CLU, CHS, CFDS, CPCA, CEA
Following in her mother's footsteps, Shelby dove into the industry at the young age of 20. Since 2011, Shelby has pushed herself to achieve one of the most highly esteemed designations: Certified Financial Planner. In addition, she has achieved her Chartered Life Underwriter designation, Certified Health Specialist, Certified Executor Advisor, Certified Professional Consultant on Aging, and Certified Divorce Financial Analyst designation.
Her roots, much like her mom's, are in Kamloops. She loves supporting local businesses and strives to do the best job possible for her clients by providing exceptional service and quick response times.
SANDY VOLLO
Senior Financial Advisor
FLMI, CPCA, CEA
Sandy is a seasoned vet when it comes to investing, retirement planning, and all of your insurance needs. She's a born and raised Kamloopsian and loves that her roots are here. She’s the person who remembers all of your grandchildren’s names, is mindful of your personal milestones, and never forgets a birthday—She always wants to know more than just your financial picture.
Sandy has been in the industry since she was 17 years old, and she has grown with all of the industry changes along the way. She has achieved many designations such as her FLMI, Certified Executor Advisor, and Certified Professional Consultant on Aging certification. When you meet Sandy you’ll feel her compassion and warmth as soon as she greets you.
Sandy and Shelby took the time to understand my financial goals, risk tolerance, and long-term plans. Overall, their expertise has made a significant positive impact on my financial well-being. I highly recommend them as caring and highly knowledgeable financial advisors!
L.L.
We were with two of the largest investment firms in Canada for several years, and had minimal service or results from our investments. In the first year with Wealthy Roots we've had more contact, meetings, recommended actions and investment growth than we saw in several years with the big firms.
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It's nice to not only be acknowledged, but also have results! Shelby and Sandy are lovely to work with, and are loaded with information and advice that is not focused on what's in it for them on investments, insurance and much more.
T.C.
Wealthy Roots are smart, caring women who make you feel confident in investing. Their suggestions and knowledge of a complex system that frankly I know little about, has allowed me to consider early retirement. Moreover, their way of explaining it all empowers me to feel like I understand the basics. I'm truly grateful.
K.G.
WHAT OUR CLIENTS SAY
LET'S TALK
The Wealthy Roots team believes in work-life balance, so they like to offer flexible meeting spots—They have an office space downtown, they will come to your home, or your place of work if that suits your needs.
Wealthy Roots Financial is all about making your appointment easy and convenient.
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Let's get your financial picture in check!
Please fill out our onboarding questionnaire under our Contact Us Page.