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Joe Crawshaw, CIM, CFP, CDFA
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Planning Ahead During Uncertain Times
February 8, 2021
As some provinces head into a second COVID-19 lockdown, some people are asking the question: Why bother investing for the long term? For many, especially Millennials, the task of building financial wealth and security looks increasingly hopeless. Even the most prudent small business owners were... Read more
Why You Should Choose a Financial Advisor
February 8, 2021
There are common misconceptions about the value of working with a financial advisor. Some believe you have to be rich to be worthy of financial advice. Others take a DIY approach, believing that online resources will guide their needs. Some people feel that they are too young, too old, or too much... Read more
Planning to Protect Your Legacy
February 8, 2021
Your estate is everything you own today - your home, savings, investments, life insurance and personal possessions. So, no matter where you may be on your financial journey, you have an estate that needs protecting. But how you approach this plan is important. Julie decided to save money by... Read more

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About Us

We serve individuals, families and businesses in the Campbell River area.

Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:

  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Portfolio Analysis
  • Insurance Analysis

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