Services

You have goals. Let us help you reach them. 

Investment Management

Investments are so much more than opening a TFSA at your bank. We help individuals come up with a personalized investment strategy that takes into account their goals and objectives. 

Employee Benefit Plans

So often we hear stories of how business owners have not heard from their advisor in a long time.

Let us help you implement a plan to attract and retain good employees. We specialize in plan design, analytics, marketing, and rate negotiation and are contracted with all insurers in British Columbia.

Insurance

Whether you just started a family, own a business, or are looking to retire, insurance is an important part of any financial plan. Whether it be Life, Critical Illness, Disability, Mortgage, or Long Term Care Insurance, we are here to help you navigate what products are right for you.

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Financial Planning

Only 27% of those who enter into retirement at age 65 would consider themselves financially secure. Let us help you start your financial planning journey so that you can sit back and enjoy your retirement.

Let's Connect

We would love to get to know you and hear about your financial situation. Book a free consultation with us below. 

Address

213-3388 Rosemary Heights Crescent 

Surrey, BC

V3S0K7

Email

Phone

604-996-7464

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