If you wonder when (or if) you can afford to retire, if finances feel confusing, if you're juggling multiple goals, then we should talk. I'm here to help make your life better.
In our work, I'll listen carefully to understand what is important to you. I'll think creatively and analytically to explore financial solutions that can make a difference. I'll offer options, along with pros and cons, and whatever else you need to completely understand them so that you can make informed decisions. I'll help you feel secure about your money, your future and your ability to reach your goals.
I've loved math and even tutored grade 12 students when I was in grade 10. Today, I apply that same love of numbers and problem-solving to your real-world situations, looking for investments that fit comfortably with your goals and risk tolerance.
More than once in my life, I've been left holding the short end of the stick and scrambling to make ends meet. But I did the work to find financial security, and I know how hard it is. So, I'll partner with you to keep unexpected events from derailing your own plans.
My entire career has been in financial services - first in Insurance, then banking and over 20 years as an Edward Jones financial advisor. I love what I do.
Kelowna is my community, and I strive to help make a difference. In 2003, I started a networking group for women in small business and currently am president. We donate proceeds from our annual craft fair to the food bank. I also personally support the food bank, the women's shelter, the Center for Spiritual Living, the Central Okanagan Association for Cardiac Health, the Kiwanis Music festival and various other charities.
When I'm not working, I enjoy time with my daughter and granddaughter. I love camping, a long walk, a good book and a feel-good movie. I have an annual membership with the Kelowna Actor's Studio and the Kelowna Community Concert Association.
Phone NumberBrenda Fischer at (250) 712-0508
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
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