Let's Meet
We're flexible when it comes to meeting locations! Our office is located at 500 Victoria Street in the Centrepoint Office building, but we're also happy to meet you wherever you're most comfortable. Whether it's over coffee, lunch, or from the comfort of your home, we love stepping outside the traditional "office space" to connect. We can't wait to get to know you and explore how we can support your financial goals.
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OFFICE SPACE
Centre Point Kamloops
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500 Victoria St.
Kamloops, BC
V2C 2B2
YOUR HOME
Sometimes it's just nice when people come to you. We want to keep things as seamless as possible, right from the moment we meet.
YOUR OFFICE
It's not always easy stepping away from the office - we get it. Let's keep it easy and fit us into your workday without even leaving the office.
COFFEE SHOP
Supporting local is something we are passionate about. Choosing one of our incredible local coffee shops can be a great location to sip a warm beverage and explore financial planning options together.