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Focus Areas
- Retirement Income Strategies
- Intergenerational Planning
- Socially Conscious Investing
- Business Retirement Plans
- Wealth Protection Strategies
- Estate & Legacy Strategies
Contact Me
Contact Me
Office Information
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:00PM |
Monday | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Tuesday | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Wednesday | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Thursday | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Friday | 09:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:00PM |
Monday | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Tuesday | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Wednesday | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Thursday | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Friday | 09:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Fax
(877) 335-0409Branch Team
- Regan O'Neil
- Client Experience Specialist
- Monica Sokol
- Branch Office Administrator
Branch Team
Office Address
191 Baker StreetNelson, BC V1L 4H1opens in a new window
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