Family Financial Planning

Looking for a family financial advisor in Nanaimo? This is a familiar scenario for many hardworking Canadian families: You work all day then come home, take care of the kids and run them off to their next activity. The bills get paid, you save a bit from each paycheque, but you know you still need a little help making those savings grow.

As financial planning experts, we work with families like yours every day to simplify your unique financial situation and help reach your goals by creating an action plan for you and your family. No matter your vision, we’ll give professional advice to get from where you are today to where you want to be tomorrow.

Common financial questions for working families:

> How much do we need to save?
> Should we buy this car/boat/rv with a loan or use investment funds?
> Should we be paying down our mortgage or investing more?
> Are we investing properly?
> How much do we need to save for our kids’ post-secondary education?
> Are we on track to reach our goals?