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.