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Our primary objective is to provide you with high quality, relevant and up-to-date financial news. The information provided is for informational and educational purposes only and should not be relied on for, tax, legal, financial or accounting advice. You should consult us or your own tax, legal and accounting advisors before engaging in any transaction or planning.
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Our team in Nanaimo has acquired decades of experience specializing in providing quality financial advice in areas of financial planning, investments and insurance. Book a meeting with us to learn how we can help you with your finances.Meet With Us
Rather than offer our clients generic, mass-market financial solutions, we work exclusively with a small number of privileged clients who benefit from the expertise of skilled wealth management specialists. With our professional qualifications, we are highly experienced in creating close and trusted partnerships with clients and delivering innovative solutions.Learn More
Disclaimer: The title, Financial Planner, or the performance of financial planning, described as providing objective, integrated and comprehensive advice following an assessment of an individual’s current financial situation and current and future financial needs, except as is required in the performance of the licensee’s duties as a life insurance agent, can only be executed by an individual registered and certified as a Certified Financial Planner (CFP).
Each individual professional, David LeNeveu, Terry Gwilliam, & Adrian Spitters, have specific designations, professional skills and qualifications. Please ensure to ascertain that the professional(s) you engage with have the designations and qualifications that you seek.