Independent Financial Advisor
Compass Point Financial
I am a Financial Advisor based in Nanaimo, British Columbia.
Like a compass, I consistently point people in the right direction. Since 1985, I’ve built my career steadily through one positive referral at a time.
Unlike financial institutions that service thousands of people and barely communicate with you, I emphasize face-to-face personal service with frequent check-ins. I am here for you and always ready to serve you and your money best. I pay great attention to your details and work with you to achieve your financial goals.
I offer advice on tax strategy, savings, investments, retirement planning, estate planning, and much more. I am here to sharpen your financial goals; provide sound financial advice; create a financial plan that makes sense for you; modify your financial plan when things change; increase your personal wealth; and help you prepare for your future financial needs.
Questions? Give me a call or send me a message.