We invest in you, so together, we can invest in your future. Since the client comes first, we get to know you, understand your needs, then develop individualized strategies. Knowing your long-term goals enables us to generate personalized innovative solutions by challenging the status quo.
In our family-oriented office, we work with complex financial needs that involve intergenerational wealth strategies and transfer, investment strategies, insurance planning, risk assessment, and estate considerations.
Because our office works with families and businesses, we can bring people together through web conferencing in different provinces and can work with your family, legal and tax professionals across Canada.
Is charitable giving important to you? What causes would you like to support? How do you feel about the current world events and what impactful difference would you like to make? In our office, we are very passionate volunteering for a few causes such as humanitarian, animal welfare and environment.
Growing up on a farm in Odesa, Ukraine instilled a high work ethic, and taught the value of every penny. When it comes to financial strategies, I like to provide a fresh perspective and share every financial strategy we decide to implement together.
My passion for number crunching and analytics is balanced with a bright, honest, community minded demeanour. I have a solid foundation you can trust with 11 years of industry experience, a background in insurance planning, and a degree from UBC, Sauder School of Business.
In my free time, you will see me hiking local trails with my three children and our family dog, and enjoying water. Our family loves boating and water sports. We also love music and karaoke.
Marina, my branch business partner, enjoys long walks near the beach, crafting, reading and caring for her cat. She has background in accounting, and she is very detail oriented.
We are deeply rooted in our communities and focused on bringing people together and cultivating relationships. Currently, we are serving Tri-Cities and Powell River communities for an in-person appointments and will travel as required for more complex cases.
We look forward to meeting you and helping you to achieve your life's goals and dreams. Simply give our office a call to get started.
- Business Owner Considerations
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Protection Strategies
- Intergenerational Planning
- Charitable Giving
My Personal Interests
- Health & Nutrition
- Spending Time with Family
- Social Responsibility
Office Address84 Kyle St
Port Moody, BC V3H 0J2 opens in a new window
Phone NumberLena Keshysheva at (778) 355-4030
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