We provide INDEPENDENT, UNBIASED professional, written, comprehensive planning service and advice. We recommend and implement strategies, services and products in all areas of your financial life to make you financially successful. Make the intelligent choice.
CERTIFIED FINANCIAL PLANNER®
CHARTERED INVESTMENT MANAGER®
REGISTERED RETIREMENT CONSULTANT®
REGISTERED FINANCIAL and RETIREMENT ADVISOR®
FELLOW, CANADIAN SECURITIES INSTITUTE®
Incorporated Professional
Direct: (403) 383-3086
Direct: (250) 899-3334
ALBERTA (Head Office)
5204 Elbow Drive SW
Calgary, AB T2V 1H3
BRITISH COLUMBIA
Suite 210, 347 Leon Ave
Kelowna, BC V1Y 8C7