Estate & Succession Needs


​Life happens quickly and change is expected. Let’s prepare you to deal with your needs, issues and pressures that can arise from a financial transition.​

  • Let's complete your Personal Estate Inventory.

  • We can review concerns then explore creative solutions & fresh ideas for your Estate Plan.

  • When you decide, I look forward to facilitating conversations with others such as your children, partners, spouses, executors, etc.

  • We can add other experts such as a tax accountant, estate lawyer, etc. as required.

  • While you get on with work & life you will benefit from my continuous focus.


Please email or call 250-306-1256 for a quote.

Due to the nature of this type of work, the number of people potentially involved

and aspects controlled by other parties your package will be custom tailored.

Financial Consultant Nearby Vernon BC