250-492-8806 ext 260
Discover Naramata Map/Guide:
#206 – 300 Riverside Drive, Penticton, B.C. V2A 9C9
16.9 km (23 min)
2 km (5 min)
Longitude: 119° 36' 55.606" W
My goal is to help you get out of debt, save tax, make money and protect your family. I have a full product shelf that helps me accomplish the above, whether it be through mortgage planning, personal insurance or investments.
I create comprehensive plans that show if you are on track for your financial goals, whether it be for retirement, a major purchase or post-secondary education. If you do not know whether you will outlive your money or if your money will outlive you, then I will help you answer that question.
If I do not know the answer to your question, then I have a network of specialists under the Investors Group umbrella that will help me get the answer specific to you.
I look forward to working with you through all your ever changing needs and life events to ensure that you stay on track to achieving all of your personal and financial goals.
- Open year-round
- Open/Closed Information: Monday to Friday. By appointment outside these days. 8:30 am to 4:30 pm. By appointment outside these times.
- Wheelchair accessible