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Office Address

  • 6606 Dover Road,
    Nanaimo, BC V9V 1A6
  • Phone: (250) 390-3331
  • Email: jaj@telus.net

About Us

We serve individuals, families and businesses on Vancouver Island.

Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:
  • Financial Strategy
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Portfolio Analysis
  • Insurance Analysis
  • Personal Pension Plan

We are never satisfied until you are.

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