Financial Advisor, Vancouver Island and the Gulf Islands

 

let’s book an appointment

Call or text my mobile - (250) 668 6387

If you are interested in discussing the ways that I may be able to add significant value to your planning, let’s have a quick chat.

I look forward to learning about your family, business, and lifestyle. What are your goals and dreams?

I am mobile and happy to visit you in your office or shop if you prefer, or we can meet in my office in Nanaimo.