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,

Judy, Dave, Apryl, Chrissy

Recent Articles

Posted on: September 13, 2021
There are moments in time when significant economic shifts occur that alter the future. One such moment occurred in late August 2019 at the close of the Jackson Hole Economic Symposium. This is an annual and exclusive central banking conference to foster open discussion about important and current...
Posted on: September 13, 2021
Posted on: September 13, 2021
It seemed there was nothing her father couldn't do when Margaret was growing up. He was the most capable person she knew. Widowed by the time he was 55, he lived an independent and full life, never relying on Margaret for anything other than her company.

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....

By admin Mar 5

First you were putting on their diapers. Then you walked them to their kindergarten classroom. You...