385 Cedar Avenue PO Box 2410, 100 Mile House, BC V0K 2E0View on Map »

It's your money... and your peace of mind. We understand that.

Our office has been providing Financial Planning Services and products to help people achieve financial independence for 19 years.

With over 100 years of combined experience in the Financial Planning Industry, we are qualified to fulfill this objective for our clients.

Through Investia Financial Services Inc., we have access to all major Mutual Fund Companies in Canada, who provide products such as RRSP's, TFSA's, RESP's, and more.

In addition, we have access to GIC's, Term Deposits, Savings accounts through Financial institutions.

We have access to Canada's top insurance companies which provide life, disability, critical illness and guaranteed investment products.

It is our sincere hope that you find our approach refreshing and that we may have the opportunity to be of service to you, your family, and your business.

Sincerely,

Apryl, Judy, Brenda, Gail


Recent Articles

Posted on: January 16, 2023
From listening to the media and online commentators, we have identified two key observations that can impact your efforts to build assets and wealth over time. The first is the way many individual investors place one-way bets on their market investments. As long as the investment is making money,...
Posted on: January 16, 2023
It's challenging to be patient in a fast-paced, immediate gratification world, but some things are worth the wait. Consider, for example, how a powerful financial reality (compound interest) can help investors accumulate a lot of assets over time to reward their patience and perseverance. Here's...
Posted on: January 16, 2023
For many nearing retirement, lifestyle choices become more significant in determining their comfort level for the rest of their lives. They must decide whether it is better to make some of those choices now or have their circumstances force lifestyle changes later in retirement. That's the dilemma...

Services

By admin Mar 25

You have worked all your life and saved for retirement. What other planning work could possibly be...

By admin Mar 24

After years of living the “rat race”, you are looking forward to the day when you can start living on...

By admin Mar 23

You get home from work, your wife is tired, and the baby just spilled spaghetti all over the carpet....

During the last market downturn a few years ago, retirees who had all their assets in equities saw...