Sun Life Financial Okanagan

About

Life, Health and Wealth Planning

Story

More Canadians than ever are choosing to consolidate their holdings. With one trusted advisor, you can more efficiently manage your financial future. I use decades of financial analysis and current industry expertise to help business owners and individuals in the Lower Mainland and Okanagan Valley enjoy financial security. Together, we create, implement and monitor sustainable plans that incorporate a holistic approach to life, health and wealth. My clients understand the value of working with an approachable professional with integrity, knowledge and commitment: our relationship is a vital part of maintaining comfort and enthusiasm as we work towards their future goals. If you haven't visited your plan recently, it's time to get your Ducks in a row.