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.

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OFFICE SPACE

Centre Point Kamloops

500 Victoria St.

Kamloops, BC

V2C 2B2 

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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.  

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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. 

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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.