CommonSenseWealth.com
Call Us at (250) 380-1447
 
 

 

PSC and its associate companies manage over $1.3 billion in assets for over 30,000 clients. PSC specializes in developing long-term strategies for our clients to help them achieve their goals. Your financial success is our first priority.

At Portfolio Strategies our name says it all. We believe in balanced and conservative investment strategies that help clients manage risk.

Selecting a financial advisor can be a daunting task, especially in today’s environment. With investment scandals surfacing all over the country, it is as important as ever to make sure the advisor you hire has only your best interests at heart, as we are tied to your success by the way we are paid.

Getting started is easy with us.

The first step in becoming a client is to meet with one of us for a free initial consultation, at our office in Saanich. We will review your current financial picture, define your goals, answer your questions and provide you with no-strings-attached recommendations.

Choosing to work with us is a two-way street: we want to make sure we can perform the right job for you just as much as you want to make sure hiring us satisfies your needs. We find that clients who benefit most from our services have greater than $100,000 in investable assets or are nearing retirement. If you are not quite there yet, we hope you will take advantage of the free educational resources we offer in the "how do you make money" section of our website to help you on your way.

To request a free consultation with an advisor, call us at 250-380-1447, we look forward to speaking with you.

 

 

 

 

 

FINANCIAL PLANNING WITH A DIFFERENT PERSPECTIVE 


 

Welcome to Common$en$eWealth.com

Creating Common Sense Wealth Strategies
Since 1989

Log in to Client Account Online

 

 

 FLEXSAVE:
Private Health Services Plan
THE SECRET TO SAVING THOUSANDS ON HEALTH & DENTAL EXPENSES


TRAVEL INSURANCE - OUT OF PROVINCE/COUNTRY & VISITORS TO CANADA

Instant quotes - Instant Policy Issue online - underwritten by Manulife Financial



COVERME
Health, Dental & Annual Travel Plans


COVERME-Flexcare®:
Personal Plans for Individuals and Small Business - underwritten by Manulife Financial




Andrew Thackray's Educational Background:

Certified Senior Advisor
The Canadian Investment Funds Course
Life Underwriters Association Training Course - Level 1 & 2
60-80 hours annually of financial planning professional development course credits

Member:
The Investment Funds Institute of Canada
Canadian Academy of Senior Advisors

___________________________________________________

Shelley Thackray's Educational Background:

Certified Financial Planner
The Canadian Investment Funds Course
Life License Qualification Program [Honours]
Small Business Owner Management BDC
Human Resources Program BDC
Managers Guide to Effective Leadership & Performance
60-80 hours annually of financial planning professional development course credits

Member:
The Investment Funds Institute of Canada
Spectrum Job Search (past Board Member)
Womens Business Network (past Board Member)



OUR GOAL IS SIMPLE;
To make you money, find you money, and save you money.



Shelley is a Certified Financial Planner with extensive career encompasses 29 years in business in Victoria, including 16 years as Manager of the largest printing manufacturing firm on Vancouver Island. Her business experience combined with her knowledge as a CFP, provides the basis in helping people attain their financial goals. She has also served as Board Member of various local organizations, is a strong supporter and volunteer in our community, and a dedicated professional. Her commitment to you involves more than just "crunching numbers", it involves caring for you as a person, and helping you achieve all your successes.

Life Insurance & Segregated Funds Dealer -Hub Financial Inc.



Andy is a Certified Senior Advisor and a third generation Financial Advisor who has a wealth of experience and knowledge with which to help clients achieve excellence in their financial goals. As a Senior Representative in Victoria, Andy brings an in-depth understanding of the complexities involved within Business and Finance. He has "hands on" Management experience in both the Business and the Hospitality industry, and has a "Common$en$eWealth" approach in helping Canadians for the past 25 years.


Life Insurance & Segregated Fund Dealer -Hub Financial Inc

Mutual Fund Dealer -Portfolio Strategies Corp





 

Our Independence means we do not represent any single Life Insurance Company,Trust Company, Bank or Investment Firm.

We offer free financial consultations for new clients and periodic portfolio reviews with existing clients.

Office:
5061 Santa Clara Ave.
Victoria, BC, V8Y 1W2
CALL 250-380-1447