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
Certified Financial Planner Kelowna


Pre-retired, Self-employed, Professionals, Retired, Medical Practitioners

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.

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