Kristy M Landry

As a seasoned financial advisor with over two decades in the industry, I believe in dedicating time to fully understand your unique situation. The journey of life is filled with twists and turns and having a reliable partner to guide you through each chapter can provide the assurance you need – so you can move forward with confidence. You're welcome to come sit with me over a cup of coffee (or tea) to see where and how I can be of service.

I focus my work with people who are:

• Transitioning into a new phase of their lives and need help.
• Nearing (or are new in) retirement.

In my practice, I work with tax and estate professionals in the best interest of my clients. We offer workshops and educational seminars on a variety of helpful topics. I build long-term relationships with my clients by listening, understanding their values, and building a personalized strategy designed to help them achieve their goals.

Growing up, I was born in Southeast Asia but moved to breathtaking Vancouver Island when my dad became a paraplegic during my early teenage years. Thankfully, his wise planning ensured that his disability insurance provided us with the necessary means to adjust to our new circumstances. As a result, I spent my youth assisting my mom in her quaint retail shop and actively participating in various charitable organizations.

My husband and I, along with our two boys, live and play in the Cowichan Valley. I spend my weekdays working and volunteering with various organizations. As a family, we spend our weekends at a variety of sports or on our hobby farm.

I am honoured to work and live in this beautiful community!