I learned the value of money as a young adult. After growing up comfortably and spending my own money on personal luxuries, I moved out on my own. It didn't take long to learn first-hand the basic rule of economics – I needed to first satisfy my needs. For me, it was culture shock, but it sparked my interest in financial literacy and financial freedom.
Following somewhat in my family’s footsteps (we had a doctor and two nurses in our household), I chose a helping profession as my life's work, only my path was to create and maintain healthy financial lives. For the past 14 years, I’ve worked in banking and finance, and today I help clients feel in control and secure because there’s a well-rounded financial strategy in place.
I enjoy working one-on-one with clients, learning about their lives and the things they value most. It forms the basis of a financial strategy that I tailor specifically to their needs, their families and their futures. I can’t guarantee what the markets will do, but I can guarantee that I will work diligently in your best interest, prepare thoroughly for our appointments, be respectful of your time and make things easier for you. We work in partnership to make sure we’re in complete agreement and that the strategies reflect what’s in your best interest. And along the way, we’ll undoubtedly enjoy some good laughs and some poignant conversations.
Outside of work, my passion is running. I've been trained by the best coaches in Canada, competed nationally in university and was honored to earn a spot at the World's Cross Country Championships in 1999 and 2002. Now I run for pleasure and have begun a Ladies' Running Night Club. I also love the relaxation that comes with cooking and gardening. On a sunny afternoon, after the vegetables are hoed and the smell of cut grass is in the air, there’s nothing better than finding a spot of shade on our property, opening a cold beverage and enjoying some leisurely afternoon time.
Office Information
Office Address
191 Baker StreetNelson, BC V1L 4H1 opens in a new window
Phone Number
Barbara Brych at (250) 352-2254Branch Team
- Regan O'Neil
- Client Experience Specialist
- Monica Sokol
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
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Branch Team
- Regan O'Neil
- Client Experience Specialist
- Monica Sokol
- Branch Office Administrator
Branch Team
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