Value of Advice

Feel More Empowered and Less Worried


We’ve all seen the effects that financial stress can gave on our personal happiness, health and family relationships. Our overall well-being is impacted by money and studies show that people who map out their financial future feel more empowered and less worried. Our goal is to help you do more with with what you already have in order to build a more secure financial future for you and your family.


All top-level athletes work with a coach... 

Athletes who have reached the top of their sport have not attained that success on their own. They've sought the advice of trainers and coaches throughout their journey to the top.

While you may be perfectly capable of managing your own financial affairs, you may not have the expertise or time required to monitor your assets and make complex financial decisions on our own. That's when it makes the most sense to seek professional advice. 


The Value of Advice

The study shows that working with an Advisor is shown to be a significant factor in building wealth and achieving financial goals. Whatever financial success you have achieved to date will be enhanced by working with a Financial Advisor.

An Econometric Analysis of the Value of Advice in Canada, interpreted results of a survey conducted by Ipsos Reid. They collected data on Canadians' financial situations and savings, along with their investment behaviours and attitudes towards retirement savings and advice. Some of these people worked with an Advisor while others did not.Not surprisingly, the study statistically concludes that households working with an Advisor, are both more likely to save than households without an Advisor and have a higher savings rate. In addition, households working with an Advisor were found to feel more confident that they will retire comfortably.

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