The only way to do business is to make it personal. I invest in you, so together, we can invest in your future. Since the client comes first, I get to know you, understand your needs, then develop individualized strategies. Knowing your long-term goals enables me to invest your money at a comfortable risk-level, so I can provide the absolute best service you deserve.
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.
My Branch Office Administrator, Marina Kuznetsova, and I are dedicated to helping you understand how investing impacts your future. Planning and investing is a marathon, not a sprint, that takes time, strategy, and discipline. The best clients are educated ones, so we help you get there, empowering you to take charge.
Whether you’re preparing for retirement, saving for your children’s education, or protecting your loved ones’ financial future, we’ll work together to develop holistic strategies to help you reach your goals. We monitor your progress and course correct when necessary, so you stay on track.
Growing up on a farm in Odessa, Ukraine instilled a high work ethic, and taught the value of every penny. So let me help you save, and have your money work for you. Money may not grow on trees, but I know how to harvest a great crop.
I am deeply rooted in my communities, and focused on bringing people together and cultivating relationships. Currently, I am serving Tri-Cities and Powell River communities.
In my free time, you will see me hiking local trails with my three children and enjoying water. Our family loves boating and water sports. We also love music and karaoke.
I am looking forward to meeting you and helping you and your family to achieve your life's goals and dreams.
- 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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