Knowledge and Education

Financial Questions Always Pop Up

It doesn’t matter how wealthy or smart we are, we’ve all been surprised by things that happen in our lives. New products and tax rules can be very confusing and they are constantly changing.

No one Can be an Expert on Everything

If you have knowledge…or at least know where to find it, you will be able to deal with many of life’s surprises.  You will feel more confident knowing that you are doing the best you can with what you have…and that makes for a less stressful life.

We have listed some common financial questions on this page. More items of interest will be added in the coming months. Check back and see if any of the articles apply to you.

If you have questions about any lifetime events or financial topics, please contact us by phone or email.

Our Info:

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


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