Certified Financial Planner®
16741 – 84A Avenue
- British Columbia 2023 Budget HighlightsMarch 1, 2023 - 10:50 pm
- TFSA versus RRSP – What you need to know to make the most of them in 2023February 3, 2023 - 1:27 am
- 2023 Financial CalendarJanuary 2, 2023 - 8:47 pm
- 2022 Year End Tax Tips and Strategies for Business OwnersDecember 6, 2022 - 10:02 pm
- 2022 Personal Year-End Tax TipsDecember 6, 2022 - 1:18 am
We specialize in providing consulting for Employee benefits including group investment products and Executive benefits and make it understandable for our clients. Service is the cornerstone of our firm. We serve a broad array of clientele; from small businesses to large corporations. As every client is unique we take pride in understanding our clients’ needs and helping them achieve their goals. Being true independent brokers, we only work for our clients and not for any one insurance company. Service matched with solid processes and integrity are the cornerstones of our company. We look forward to working with you now and in the future.