Clientele
Pre-retired, Self-employed, Professionals, Retired, Medical Practitioners
Investments, Insurance and Strategies
- Insurance
- Investments
- Business
- Multi-Generational Planning
- Succession Planning
- Business Planning
- Executive Compensation and Benefits
- Tax Planning
- Charitable Giving
- Retirements
- Estate Planning
- Divorce
- High Net Worth
- Multi-Generational Planning
- Charitable Giving
- Faith-Based Investment Planning
- Employee/Group Benefit Plans
- Business Transitional Planning
- Small Business Planning
- Tax Planning
Serving across Okanagan area, Edmonton, Calgary, and the Lower Mainland and Surrounding areas.
Okanagan Location Includes: Kelowna, Vernon, Enderby, Kamloops, Peachland, Penticton, Lumby, West Kelowna, Armstrong, Summerland, and the surrounding areas.