207A – 307 Banks Rd, Kelowna, British Columbia, V1X 6A1, Canada
Established January 2023
I live in West Kelowna and primarily serve my clients as their Financial Planner in Kelowna, West Kelowna and Peachland, so I can play that role by being local and visiting you at your home. My team at our Kelowna office provides everything you would expect from great Financial Planners.
As an elder, I can relate to your concerns and am eager to help you with your Financial Planning. It’s never too late to get things in order, and the sooner you do that, the better for your sake, long term. After all, we are all living longer than we used to. That takes planning to run your own life for the long haul comfortably.
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