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(604) 636-1908
(604) 343-4559 (admin)

A113 - 2099 Lougheed Hwy
Port Coquitlam, BC V3B 1A8

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Based in Port Coquitlam, serving clients in person throughout the Lower Mainland and virtually across British Columbia, Alberta, and Ontario.

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Tax Minimization Strategies

Life Insurance Needs and Goals

Disability Income Protection Needs and Goals

Critical Illness Protection Needs and Goals

Wills, Power of Attorney, Estate and Probate Planning

Estate Planning

Corporations: Investments, Structure and Taxes Investments

Financial Planning

Cash Flow Management

Philanthropy and Family Legacies

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such.
You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.