Vince Herlaar

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.

[email protected]
250-658-8549