portrait of Peggy A DeVries
FINANCIAL ADVISOR

Peggy A DeVries

CFP®
96 Baker Street, Nelson, BC V1L 4G9opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement income strategies
  • Intergenerational planning
  • Sustainable Investing
  • Business retirement plans
  • Wealth protection strategies
  • Estate and legacy strategies

Team Members

  • Regan O'Neil
    Client Experience Specialist
  • Monica Sokol
    Client Experience Specialist

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(250) 352-2254

Fax

(877) 335-0409

Office Address

96 Baker Street
Nelson, BC V1L 4G9opens in a new window

More to explore

Find your starting point

Find your financial starting point

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What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

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Setting your path

We use an established process to help you reach your goals.

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