Joshua Lorenz

Welcome,

If you are here, you have taken the first step on an important journey of partnering with a Financial Advisor who is committed to helping you achieve your financial goals by working with you every step of the way.

I practice complete wealth strategies, which are the combination of investment portfolio reviews, retirement and estate strategies, insurance based wealth protection, and the involvement of your CPA, lawyer or your other professionals to develop a holistic financial strategy that is tailored to you, your family, or your business.

My practice and branch office is based out of Terrace BC, and I am currently licensed and serve clients across British Columbia, Alberta, and the Northwest Territories.

My Senior Branch Office Administrator, Kim Godolphin, has been with our branch since 2007 and together, we are dedicated to providing you with the highest level of service possible. Our goal is to help you feel informed, secure, and in full control around your financial future.

I look forward to the opportunity to meet you and to learn your story, uncover what's important to you, and determine how I can make a positive impact in your life and your finances.