I am a Financial Advisor, specializing in working with small business owners and their families. I primarily work in the areas of Risk Management & Estate Planning to ensure family harmony and household/business financial security in times of need. In addition, I assist business owners to ensure their Extended Group Benefits plan is sustainable, understood, and efficient to manage.
I come to Salt Spring at least once per month and have been doing so for a number of years now. My goal is to continue to grow my practice through great friendships, and to respect the privacy and confidentiality of my clients.
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Street: 1150 Terminal Avenue North (Suite #30)
City: Nanaimo, BC
Postal: V9A 5L6