Meet the Team

Working as a team over the years, we have learned that our clients want to understand what they should be doing with their accumulated assets, and why. As a result, we are committed to providing education, communication and personal, hands-on involvement to each individual and their family.

We believe that freely sharing our knowledge with our clients helps build a more solid relationship, one grounded in trust and understanding. More so this becomes a source of satisfaction for our clients.

Our team is here to provide customized and personalized financial advice. Teamwork is more than a slogan at our Qualicum Beach Branch, and more of a state of mind. With clearly defined roles and plenty of coverage our staff will be able to take the time needed to service your individual needs.

Feel free to read through our individual team bios. You will find we have a depth of experience to help you navigate towards financial success.