Our Team

Our Team

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Lyle Harvey, CLU, CHFC, CFP, CHS, CEA

President and General Manager

250-635-6146
250-635-6112

Lyle’s career began in 1983 - by 1987 he went into management
establishing a broad client base in northwestern BC and the Yukon for
Sun Life of Canada. After moving to Terrace in 1988 Lyle continued to develop the northwest region of the province, eventually establishing Oracle Financial Services in 2000 with partners Cliff Yolland and Laurie Mitchell. Lyle’s expertise in financial management has earned him numerous company and industry achievement awards and recognition.

Cliff Yolland, CLU, EPC

250-632-4747
250-632-5562

After working in recreation management at the municipal level,
Cliff began his financial management career in 1991. Since his start, Cliff has built a very strong business and professional relationship with his clients. Cliff earned his CLU designation in 2007 and his EPC designation in 2008. He is well known in Kitimat for his dedication, hard work and commitment to his clients.

Laurie Mitchell, CFP, CPCA, CDFA, RDA

250-635-6146
250-635-6112

Laurie Mitchell came to this industry in December 1996 after working in the bookkeeping and accounting sector. Her hard work, dedication and belief that personalized service is critical to building relationships, has contributed to her success. Laurie attained her CFP designation in 2005, CPCA, in 2008, and CDFA in 2010.

Del Baker, CFP, CPCA, CEA

250-632-4747
250-632-5562

In 1996, after 21 years working for the government of British Columbia, Del moved into the financial services industry. Del prides himself in the positive relationships he builds with his clients by providing exceptional service. Attaining his CFP designation in 2002, Del offers expert insight for your financial planning needs. Del joined Oracle Financial Services in September 2003 and obtained his CPCA designation in 2006..

Michele Alvey

Executive Assistant

250-635-6146
250-635-6112
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Barb Harvey

Administrative Assistant

250-635-6146
250-635-6112

  • A Chartered Life Underwriter (CLU) is a financial planner with advanced knowledge in life and health insurance and employee benefits.
  • A Chartered Financial Consultant (CHFC) is a financial planner with advanced knowledge in wealth accumulation and retirement planning.
  • A Certified Executor Advisor (CEA) is an accredited specialist advising Canadian executors using a team-oriented networking approach.
  • A Certified Financial Planner (CFP) is a financial planner with good knowledge of wealth accumulation, retirement planning, investment products and strategies, risk management and estate planning.
  • A Certified Health Insurance Specialist (CHS) is a professional financial advisor specializing in living benefits, including income replacement, Critical illness protection and Long Term Care and risk management solutions. 
  • A Certified Professional Consultant on Aging (CPCA) is a professional who has completed a rigorous course in the concerns facing seniors.
  • An Elder Planning Counselor (EPC) is a professional who has completed a rigorous course on the concerns facing the elderly.
  • A Certified Divorce Financial Analyst (CDFA) is a professional who has successfully completed the requirements of The Institute for Divorce Financial AnalystsT (IDFAT) is the premier national organization dedicated to the certification, education and promotion of the use of financial professionals in the divorce arena.
  • A Registered Deposit Agent (RDA) is a professional with specialized training in Term Deposits and GICs
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