Thank you for visiting my website:  I hope to make this website more than a contact page but a resource for my clients.  I will continue to add interesting articles and useful financial calculators. But at the end of the day, planning needs a face-to-face consultation for me to be able to create a customized financial plan for you. 

Please contact me to arrange a sit down to get the planning process started: 250-808-5359 or Whether you just need to get life insurance in place or are interested in saving for retirement, we'll use your priorities to begin your personalized plan.