Let's Meet

One of the benefits we offer our clients is convenient mobile services. We love the ability to step outside the typical "office space" and meet our clients in a more comfortable setting. Whether we explore opportunities over coffee, lunch or the comfort of your own home - We can't wait to get to know you and find ways to support your financial plans.


Centre Point Kamloops

500 Victoria St.

Kamloops, BC

V2C 2B2 


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.  


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. 


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.