Focus Areas

  • Retirement Income Strategies
  • Intergenerational Planning
  • Socially Conscious Investing
  • Business Retirement Plans
  • Wealth Protection Strategies
  • Estate & Legacy Strategies

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 09:00AM - 04:00PM
Tuesday 09:00AM - 04:00PM
Wednesday 09:00AM - 04:00PM
Thursday 09:00AM - 04:00PM
Friday 09:00AM - 04:00PM
Saturday Closed
Sunday Closed

Additional Hours

  • Web Conferencing

Fax

(877) 335-0409

Branch Team

  • Regan O'Neil
    Client Experience Specialist
  • Monica Sokol
    Branch Office Administrator

Office Address

191 Baker Street
Nelson, BC V1L 4H1
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