Prosperity Planning CFP
Financial Services - Victoria, BC, CA
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Prosperity Planning CFP Details
I help my clients figure out where they are going, and how to get there. My greatest satisfaction comes from seeing my clients reach their goals. This could be buying their first home, retiring comfortably, or creating an estate plan that insures assets will be transferred seamlessly to their loved ones. I enjoy getting to know my clients on a personal and professional level; I show them how having a certified financial planner in their lives means less stress as they experience more guidance in creating the life they desire.\In 1996 I entered the Financial Services Industry at Pacific Coast Savings Credit Union. While working there full time, and raising my two young daughters, I studied during the evenings and attained my Certified Financial Planning designation in December of 2004. Having been with Coast Capital Savings for over 10 years, I decided to branch out on my own in late 2005. Since then I have also acquired by Elder Planning Counselor certification.
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