As a financial advisor, asking questions and listening to clients is a proven approach. We will listen to your plans & dreams for your future, then develop solutions together to help you achieve them. We will also explain insurance and investments and offer safeguards against life's unpleasant surprises, such as premature death or a loss of health, to protect you, your family, and your finances.
Frank is a lifetime resident of the mid-Vancouver Island area, living with his family in Mill Bay since 1985. He has offered insurance & financial services here since 1993. Nickie joined the practice in 2005, after emigrating from England with her family in 2004. Together we offer an informal local practice, based on the individual needs and wishes of our clients.
Frank is a lifetime resident of the mid-Vancouver Island area, living with his family in Mill Bay since 1985. He has offered insurance & financial services here since 1993. Nickie joined the practice in 2005, after emigrating from England with her family in 2004. Together we offer an informal local practice, based on the individual needs and wishes of our clients.
