The Cariboo Story

Early in 2016, we had the opportunity to create a unique name for our financial planning team. Around the same time, Ameriprise produced a video where an individual summited Mount Everest seven times. During the video, the individual describes how the process of financial planning is very similar to what he experienced in climbing Everest. In his discussion, he mentions the importance of having a trusted Sherpa as an advisor to guide during the climb in conquering Everest. He discussed the importance of the Sherpa's advice not only in the ascent, but also in the descent. It became very clear to us, the importance of working with our clients as their knowledgeable financial advisor. In our research, we learned that the Columbia Mountains, which includes the Selkirk Mountains at its southern edge, has a mountain range at the northern edge called the Cariboo Mountains. The unique spelling of the mountain range and the connection to the mountain climber’s comparison of a Sherpa and a financial advisor led us to choose Cariboo Wealth Advisors as our name. Our goals, as a team at Cariboo, are to work with all clients as a guide throughout their financial life, to help provide the best information and advice and to help all pursue their financial objectives prudently and thoughtfully through our relationship.