What is your process for financial planning?

Financial planning is a process, which involves several steps:

1) Getting to know one another through questions and gathering information. Setting goals and doing an analysis of your investment style and needs. Establishing priorities.
2) Reviewing the resulting financial/retirement plan and fine-tuning it based on current information.
3) Implement the plan and complete the applicable paperwork
4) Ongoing monitoring and reviews

What does it cost me?

Initial consultation is free.

What are the office hours?

Monday to Friday 9:00 AM - 5:00 PM
Meetings are by appointment only.
To schedule a meeting: call Bettina directly at (604) 535-7005.

I know someone who is looking for a financial planner, are you taking on new clients?

Most of my clients come to me by referral. I would be pleased to meet with your referral for an initial, free, no obligation meeting and then decide from there if my services would be appropriate.

Please feel free to contact us for any additional inquiries.

 

How can I view my portfolio online?

You can view your account through here »