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Service | Sub Service | Average Price Range (USD) |
---|---|---|
Retirement Planning | Individual Retirement Planning |
$100 - $250
Call to Book
|
Portfolio Management |
$200 - $500
Call to Book
|
|
Retirement Projections |
$150 - $300
Call to Book
|
|
Financial Analysis | Personal Financial Review |
$75 - $150
Call to Book
|
Investment Analysis |
$150 - $400
Call to Book
|
|
Debt Management Analysis |
$100 - $200
Call to Book
|
|
Financial Planning | Comprehensive Financial Plan |
$250 - $1000
Call to Book
|
Savings Strategy Development |
$100 - $250
Call to Book
|
|
Retirement Savings Strategy |
$100 - $300
Call to Book
|
The baby of the family, I often struggled to prove myself worthy. However, after high school, that changed as I followed my passion. As a student at BCIT, I discovered my love for personal finance. I excelled in various competitions, such as taxation, investment analysis, and accounting. I won the Wolverton Securities Award, for Best Overall Performance. Now, as a financial advisor, I leverage my diverse skills, experience, and education to help clients navigate their financial journey. We are your wealth management professionals, who ensure you can make sound financial decisions to meet your long-term goals. Wealth management involves planning your finances, tax, and investment. We assess your situation to create a tailored plan that fits your unique needs. Our team can help you regain control of your wealth, so you can reach your dreams. Contact us for a meeting or more information.
 
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