We provide our clients with the best solutions for their unique financial situations. With respect to Financial Planning, we manage more than just our client’s investment accounts.
An action plan to meet the funding requirements to achieve your retirement goals. Will you have the income you need to retire and do the things you want to do? Can you retire when you want to?
A personal investment strategy that identifies your target asset allocation, based on your investment objectives and your risk tolerance.
A comprehensive needs analysis assessing your exposure to personal risk in the areas of premature death, disability, critical illness and long term care and an action plan to offset potential risks for your family and estate.
Working in conjunction with your tax advisor, an action plan is developed to reduce the amount of tax you pay.
An action plan to meet the funding requirements for your children’s/grandchildren’s education.
Working in conjunction with your legal advisor, an action plan is developed to enable the distribution of your estate according to your wishes with the minimum tax cost.
We have a spacious and modern office located in the center of Kamloops where we meet with clients. Feel free to contact us with any questions or to set up a consultation.