Mission Statement

To help each of my clients achieve financial security and satisfaction. 

To assist in educating my neighbors in Financial Literacy.

To always put the interests of the client ahead of my own.




 


I am a Financial Planner, living in Port McNeill at the northern end of Vancouver Island, British Columbia, Canada.
I work with Business and individual clients assissting in financial decisions.   This involves getting to know each clients' desires and needs, then mapping a plan together that will result in the fulfillment of their desires.  I have owned and operated several successful business over the past 35 years and I bring that experience to the table as I help build a plan.  Although I do have the "book learning" I also have the practical experience born from many years of putting food on the family table while operating a small business. 

 


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