Welcome! As an investor, we know you have options, so we're glad you found our page - we hope it helps explain what we do, and the clients we help.

Life is complicated, and the journey is different for everyone, especially in this post-pandemic world. Our multi-step process begins with you - understanding your priorities, values, and aspirations. Together, we assess where you're at today, plan for potential roadblocks and detours along the way, and co-create a roadmap to make your goals a reality. You're in the driver's seat, but we're there as a guide to help you make smart choices about money, and safely navigate whatever life throws at you.

Who we help.

We've focused our client experience on helping entrepreneurs and professionals approaching retirement, and retirees looking to live their retirement with confidence and purpose. It's what we're passionate about, and where we do our best work - coaching with empathy through life's events, making complex topics easy to grasp, and working in concert with your legal and tax team to make your aspirations a reality.

Our team.

Chris has fifteen years in the industry, earning the CFP® and CIM® designations, to allow him to more effectively serve clients with complex needs. He's also a Fellow of the Canadian Securities Institute®, an honor reserved for an exclusive group of professionals that demonstrate leadership, integrity, and dedication to their clients and the industry. Chris, his wife, two "tweens", and their yellow lab make the most of life in Revelstoke, camping and boating in summer, and skiing and winter sports when the snow flies. Chris is a proud Rotarian and Past-President of Revelstoke Rotary, and his family is proud to support the Community Foundation, Skating Club, Minor Hockey, and PAC.

Nikki joined our team in 2019, with twenty years of customer service excellence in the heli-ski industry, and with the City of Revelstoke. She's usually the first point of contact when you stop by, or call the office. She prides herself on getting things done for clients, but what clients love most is her warmth and professionalism. Nikki enjoys the beauty and diversity this town offers, including climbing, hiking, paddleboarding, and warm hellos on the street from friends and neighbors.

But enough about us, we'd rather hear about you! If we sound like a fit, please don't hesitate to get in touch.

Focus areas

  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Charitable Giving
  • Special Needs Financial Considerations

Office Information

Office Hours

Office Hours
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
Sat By Appointment Only
Sun Closed

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

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What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

Learn More