Province Licensed In: British Columbia
Michael LeBlanc
Michael Derby
Todd Kennelly
Jennifer Gunning
Kim Anh Chau
Barbara Wallick
I work with Professional Women who want to have an impact in the world. Who want to understand how they can plan, invest and build wealth in a way that is ecological. After over 3 decade in the Financial Services business with Women and Families I have seen 1000’s benefit from creating a strong Life and Financial Plan. I see the process as self care. What makes me unique is that I use my Certifications in Coaching, Time Line Therapy® and Hypnotherapy to assist clients in releasing old money beliefs and patterns, so that they can rewrite their Money Story to one of confidence leading them to further success. I offer Coaching, Financial Planning, Investment Plans and Insurance. I make your experience not only educational but comfortable, like sitting down wrapped in a warm blanket with a cup of your favourite beverage. I believe working in partnership with my clients, it is your money, your future lets make it the best one it can be. Create a Life you never want to retire from.
Jeffrey Yopyk
My passion is education; my goal with each meeting is to teach you something new about the financial industry. Making sure you understand your options before making an informed decision is what I do. I understand there is no “one-size-fits-all” approach to financial planning, so I provide recommendations customized to your unique situation.
Craig Golightly
Hal Simonson
With my team of licensed associate advisors and admin staff we provide ethical financial planning and responsible investing advice to clients in Alberta, BC, and Ontario with over $250,000 to invest.