Always available by phone at (250) 668 6387 to book appointments.
I am both mobile and available to meet virtually. My physical office is located in the Terminal Park Complex in Nanaimo.
I provide professional advice to individuals and business owners, specifically in the areas of (1) Financial Risk Management, (2) Employer and Employee Extended Benefits, and (3) High-Net Worth Tax & Estate Planning. Let's have a chat to see if there is anything I can do to add value to your existing planning.