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Our goal is to care for your future.


Our goal is to care for your future.
Since 1974, we've been doing just that for thousands of British Columbians.

We focus on finding the right solutions for our clients' unique circumstances. Whether that is a concept or a financial product, it is important for you to know that we're not tied to any one investment company or supplier.

That objectivity means we are focused on finding the best way for you to accomplish your own goals.

Experienced Advisors

Members of our firm belong to a number of professional organizations and we are all committed to the education necessary to keep up-to-date on the matters that affect you and your retirement plans.

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Our Newsletters

Catch up on The Guardian, our seasonal newsletter. 

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Contact Us

Get in touch so we can discuss your options and help you build a strategy to achieve your goals. 

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Need Answers?

Don't hesitate to contact me today to bring clarity to your financial questions.