Client Services Team

A Team of Specialized Professionals

Our Client Relations staff do all they can to make your experience with our firm a rewarding one and understand that you are at the heart of our success.

Nana Lyle, BBA

Client Services Manager


Nana joined our office in 2011. She was born in Ghana and moved with her family to Nanaimo in 1989. Here she met her husband Kirstin and they are proud parents to three boys: Austin, Rhondé and Kofi. Nana and her family are actively involved in their children’s school and the community, enjoying football, basketball, track and field, and other sports. She obtained a Bachelor of Business Administration from VIU (formerly Malaspina University-College) in 2005.

In addition to our client services team, Rick has also built a strong network of specialized professionals for his team that include an independent chartered accountant, an insurance specialist, and an independent estate planning lawyer. Each of these professionals is at the top of their respective field and their expertise is available to clients.


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iA Financial Group