Financial Planners in Vancouver

“This is an outstanding group you can’t go wrong with. After searching in the area, I found Cory a couple of years ago and had immediate five star service. Our initial meeting was very informative with thorough explanations as to what was offered. We were put in the hands of Jed, who is a stellar individual and very skilled at what he does. During the time since, Jed has worked very hard to maximize our investments, even though they are very small compared to many other accounts the firm must handle. We are used to being told we are small potatoes and made to feel that we are not important because we don’t have millions. This group makes us feel like we are top priority and they have made some very smart decisions for us no matter what the market is doing. Can’t recommend them highly enough.“

“Adam had a professional and easy going style of interaction with Denice and I. We felt he had looked over our affairs before our appointment and did a great job updating and answering our questions. I would highly recommend his services to others.“

“Ralph has been doing our taxes for years. He is very thorough, professional, and responds quickly to questions. He has walked us through the intricacies of inheritance, real estate, and retirement issues. Highly recommend him.“

“Working with Taylor and Kailie gave my wife and I the peace of mind that with a financial plan in place, we could achieve our long-term goals. As simple as it sounds, their patience, active listening, professionalism, and thoughtfulness in putting together a financial plan proved just what we needed to stay focused on getting to where we want to be. I'd recommend their services, especially to young couples still imagining what the future could have in store.“

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“I've worked with Darreld for my personal investing and employee IRA accounts for over twenty years. Darreld is extremely knowledgeable and always available to provide sound advise. Via modest but consistent investing we've grown accounts that will cover my children's college expenses and ready me for a comfortable retirement. I've referred several people to Darreld and all have had the same experience.“