Welcome

Putting Clients First

The cornerstone of my business is built on the trust and integrity I have with my clients. By listening to my clients and understanding their financial goals and concerns, I am able to work closely with them to formulate customized investment strategies to improve portfolio returns, while keeping risk at acceptable levels. Whether a client is conservative and income-oriented, or looking for growth, I design an investment strategy that best fits their needs.

 

My Committment To You

As your Investment Advisor, this is my commitment to you.

  • Be fully transparent

  • Contact you regularly

  • Provide quality over quantity

  • Price with integrity

  • Offer a financial plan the way you want

My Specialties

  • Retirement Planning

  • Income Strategies

  • Customized Portfolios

  • Estate Planning

  • Financial Solutions

Introductory Meeting

I have been in the Financial Services Industry since 2000 and managing custom portfolios for high net worth clients in the Parksville, Qualicum Beach, Port Alberni and surrounding areas. 

If you would like to meet for an introductory meeting please call me at 250-248-2489 or email todd.sjogren@nbpcd.com