Profile
Over the years, I've taken great pride in helping my clients realize their financial goals and life dreams. My philosophy is based on understanding each client's personal situation and goals for financial security. Working together, we develop a realistic plan that will, among other benefits, help you:
Educate you so that you can make informed financial decisions in your life. Become more tax efficient (and hang on to more of your hard-earned money!) Protect yourself and your loved ones through proper contingency planning.
Client Profiles
Our clients are responsible, balanced individuals with a concern for their families, as well as their future economic development.
 The type of people we work with are/have:
- 50 years old and younger
- Intrapreneurial and Entrepreneurial
- Post Secondary Education and/or work experience
- Good income potential
- Responsible and goal oriented
- Living or working in the Greater Vancouver or Whistler area
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