Our clients know they can rely on:
- a defined,consistent approach to financial planning
- a committment to a long term relationship
- a clear & transparent map to execute your financial plan
We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.
The Value of Financial Advice
Growing, protecting and transferring your wealth requires a good plan - one that will be suited to your needs, goals, aspirations, circumstances, lifestyle and life stages.Learn how we can help you!
I'm very grateful that I came to you regarding my pension. I was overwhelmed and did not have a clue on what to do, but your calm disposition and clarity of a vision helped me to trust you. I'm very appreciative of the experience you bring on finances, to date I'm still pinching myself.- T.G., Prince George, BC
Allan Johnson has been our Financial Advisor for over 10 years. He has provided us with a number of quality investments that have done exceptionally well in spite of downturns in the economy. Allan has been very pro-active in monitoring our accounts and making adjustments where necessary to maximize returns.-Bill & Connie Buhr