Why Choose Us?
You have our commitment to help you achieve what truly matters. What sets us apart is not what we do but how we do it .You can expect an honest and proactive relationship that helps provide stability.
We are like your personal Chief Financial Officer (CFO) and work to maintain and enhance the lifestyle you envision. You can rely on us to seek opportunities and help avoid pitfalls through the various stages of your life. Clients receive a customized investment and wealth plan and not a "cookie cutter" solution. Our client base is intentionally kept small to help ensure your needs are continually met.
Everyone today is busy. As a Portfolio Manager, Eric has the ability to build portfolios and capitalize on opportunities as they present themselves, always acting within your risk parameters and reviewing the actions we've taken at regular meetings. Lastly, you can benefit from the strength and resources of TD Bank Group - one of the world's largest and safest banks as well as a leader in customer satisfaction.
Proudly supporting Kamloops and the BC Interior.
We look forward to learning about your vision. "It’s your money and our reputation. We take both seriously."
Eric and Keith