02/05/2026
Meet CDS® Debbie Clark!
Debbie Clark believes deeply in the wisdom of Confucius: “Choose a job you love, and you’ll never work a day in your life.” As a financial advisor, she brings that philosophy to life by blending creativity with analytical insight to help people make confident, informed decisions about their money. Debbie is passionate about education and financial literacy, and she sees her work as a way to make a meaningful difference in her community.
She specializes in guiding women through the financial considerations unique to their lives, offering complimentary seminars designed to build confidence and clarity. Debbie also works closely with couples to align shared goals, supports families navigating special needs planning, and helps those nearing retirement organize finances and determine what’s possible. For all investors, she emphasizes thoughtful, informed decision-making over emotional reactions.
Debbie takes a holistic approach to financial planning, addressing everything from hopes and dreams to risk tolerance, tax efficiency, and wealth transfer strategies. She believes financial planning should protect what clients earn while supporting the life they want to live.
Living in the Okanagan Valley since 2008, Debbie is active in the community and serves on the board of Penticton Women in Business. Outside of work, she enjoys the outdoors, travel, and pickleball. Giving back is a core value—one reflected in her role in founding Our Daily Bread, a soup kitchen that continues to serve hundreds today. Debbie welcomes every opportunity to start meaningful conversations about what matters most.