“Our success over the past 25 years has been nothing but excellent! Through two of the worst downturns since the Great Depression, we have had amazing results!”
Gary & Susan – Professionals, Clients since 1992
“We wanted to invest in Real Estate a number of years ago, planning ahead for our retirement. To our surprise we were encouraged by our planner. This proved to be sound financial advice and now we can enjoy the Okanagan during retirement if we want to and travel the world as planned because our other planning has been just as excellent! Thank you for your objective recommendations.”
Glen & Pat D. – Semi-retired, Clients since 1991
“Our CFP always has the time to discuss financial matters when I need his expertise. When he is busy with other matters, he always returns my calls/e-mails in a timely manner. The high upstanding character that he embodies is important to me and my family.”
Nick & Sharon – Retired & Teacher, Clients since 1992
“When we asked 20 years ago at the top of our careers if we could retire sooner than planned – the answer was “YES” and we haven’t looked back since! The sage advice and wisdom has steered us through calamities that have ruined other people’s retirement plans. We can’t thank you enough for all of the guidance, results and service you’ve provided over the years…We trust you completely!”
Erik & Joan – Retired, Clients since 1991