I believe you should never use two or more words when one word will do.

If you are an incorporated professional with tax, debt, investment, and cash flow management needs; or a retiree (or close to it) in need of complex income, tax, and estate plans, please contact us.

We work with individuals and businesses who focus on what they can control, like optimizing their cash flow, net worth, taxes, and/or estate plans - not the latest and greatest investment or economic trend.

Carey, my Branch Office Administrator and I are a dynamic team. I'm a born and raised Victorian, now living in Fernwood with my wife and three feline friends. I've been in the financial services business since 2010. Carey is originally from PEI, but now lives in Langford with her husband, two children, and two feline friends.

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Office Information

Office Hours

Office Hours
Mon 07:00AM - 05:00PM
Tue 07:00AM - 05:00PM
Wed 07:00AM - 04:00PM
Thu 07:00AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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