Meet our Financial Planning Team

With over 75 years of combined education and experience, our team of accredited financial professionals deliver a gold standard in financial planning. We’re committed to building customized portfolio strategies and delivering quality advice to our valued clients and members.

We’re here to help you

  • Build a plan tailored to meet your needs
  • Understand your investment options
  • Protect your lifestyle
  • Achieve your financial goals

Whether you’re just starting out in life or ready for retirement, we offer financial planning services to investors at any stage of their life. Our comprehensive approach to creating your tailored plan involves a discovery intended to identify key insights into your lifestyle, goals and values.

Our goal is to understand who you are, and what you want to accomplish well into your future before we begin to create the plan.

Contact us today via email or at 604.857.6479 to set up a meeting with a Financial Planner at any one of our locations in Langley, Aldergrove, Abbotsford or Mission.

Mutual Fund products are offered through Qtrade Asset Management Inc.


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