My primary focus is to help families get where they want to go financially, with simple financial practices and disciplines that are easy to understand. I work from an educational perspective, ensuring that you fully understand the choices you make. Serving clients for 18 years, I currently hold a life insurance license, and work in affiliation with a number of investment companies. I help clients across Canada, meeting online, to eliminate financial stress. Let me know how I might serve you.
(250) 448-4817
The Simple Plan
580 Sarsons RD
Suite 303
Kelowna, BC V1W 5H5