We Believethat life is better when you are prepared

Financial Planning

DOES MONEY BUY HAPPINESS?

We’ve all seen the effects that financial stress has on our personal happiness, health and family relationships. Our overall well-being is impacted by money.
Studies show that people who plan their financial future feel more empowered, worry less, and are therefore happier.
Our goal is to help you make the best use of what you currently have and use it to build a more secure financial future for you and your family. It’s really about doing more with what you currently have.

LESS STRESS = GREATER HAPPINESS!

While you may be perfectly capable of managing your own financial affairs, you may not have the time and expertise to monitor your assets or financial plan. That is when it makes the most sense to get professional advice from a Certified Financial Planner™ (CFP).
Our clients are happier…


Our Info:


Mailing Address:
#202 2540-53rd Avenue
Vernon, BC V1T 9W8

Phone:
Toll Free: 866-888-8448
Vernon: 250-542-5500
Kelowna: 250-862-8448

Fax:
250-542-0044

 


Manulife Securities disclaimers »

  Mutual funds are offered through Summit Financial/Manulife Securities Investment Services Inc. Insurance and Financial Planning are offered through Summit Financial Planners Inc.