My typical day is spent meeting with clients to uncover ways to increase their overall financial well being and help them accomplish their goals. We review investments, tax strategies, insurance, mortgage planning, business structure and estate planning to find opportunities and optimize outcomes for clients. We take these often complex situations and do our best to simplify them in a way that clients can understand. I also spend time training and developing other advisor teams across Northern BC and beyond.
Retirement Planning, Investments, Tax Planning, Insurance, Pension advice, Financial Planning, Savings,