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250-448-5213
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Home
About Us
Our Team
Our Partners
Your Needs
Market Updates
Testimonials
Contact Us
☰
Home
About Us
Our Team
Our Partners
Your Needs
Market Updates
Testimonials
Contact Us
Areas of Expertise:
Building investment portfolios designed to create a steady stream of income in all market conditions
Helping business owners/entrepreneurs to divest on their own terms and plan for a long and meaningful retirement
Pension plan transfers for security and control of hard earned retirement savings
Creating plans and strategies for multigenerational wealth transfer
Insurance for corporations & holding companies, designed to create tax sheltering and estate preservation
Ideal Clients:
Retirees and snowbirds who flock to the area for its warm weather and active lifestyle
Multigenerational orchardists and ranchers
Entrepreneurs and professionals who are ready to divest
Moving back to Canada after many years abroad
Clients and their families with investable assets over $1,000,000