Since 1994, we have worked with individuals and families to help them build and protect what is most important to them.
To meet our client’s expectations, we address the 6 pillars of financial planning:
• Cash Flow (Banking)
• Wealth Creation (Investments)
• Risk Management (Insurance)
• Life Goals & Objectives (Retirement & Education Planning)
• Wealth Transfer (Estate & Succession Planning)
• Tax Minimization (Prudent Tax Planning)
We seek to help our clients by addressing the entire scope of their financial lives. After all, should the client revolve around the plan or should the plan revolve around the client? While some institutions deal with many clients and only one aspect of a financial plan, we seek to address all aspects of financial planning with select clients. If you would like more information, please contact us.
We would appreciate the opportunity to meet with you over a cup of coffee.
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Greater Victoria Chamber of Commerce