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FINANCIAL ADVISOR

Joshua Lorenz

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Focus Areas

  • Retirement Income Strategies
  • Business Owner Considerations
  • Business Retirement Plans
  • Employee Stock Options
  • Estate & Legacy Strategies
  • Wealth Strategies

Personal Interests

  • Skiing
  • Traveling
  • Community Outreach
  • Spending Time with Family

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Fax

(877) 335-8750

Branch Team

  • Kim Godolphin
    Sr. Branch Office Administrator

Office Address

4716 Lazelle Avenue
Unit 107
Terrace, BC V8G 1T2opens in a new window

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