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Kelly Pacheco, Financial Advisor

FINANCIAL ADVISOR
Kelly B Pacheco

CFP®
8597 East Saanich Rd., North Saanich, BC V8L 1G9opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth strategies
  • Retirement savings strategies
  • Estate and legacy strategies
  • Wealth protection strategies
  • Intergenerational planning
  • Business retirement plans

About Kelly

I help people find financial balance and security, guiding those accumulating wealth, assisting individuals and business owners transitioning into retirement, supporting through a loss of a spouse or partner and helping to navigate through a divorce or separation.

We partner together to develop a personalized financial strategy geared toward your unique long term goals. I will work with you to determine the simple steps to take to achieve your goals as well as to review your plan to ensure you are on track.

I provide easy to understand financial advice for individuals, families, people in transition (job loss, divorce, business owners, and...

Team Members

  • Kelly Thexton
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Phone

(250) 655-6392

Fax

(877) 635-5279

Office Address

8597 East Saanich Rd.
North Saanich, BC V8L 1G9opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

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

Learn More