Interested in Working With Us?

Learn how you can reduce your tax bill, invest smarter, and create retirement income

Start here

Phone: 250-704-4047

101-4400 Chatterton Way,
Victoria, BC V8X 5J2

Step#1: Book Your 30-Minute Phone Call

*Important to Note: Our Calendar below may have limited availability. 

We intentionally limit the number of introductory calls each week to ensure we provide the highest level of service to our existing clients and so that we can be focused and available with potential new clients who are currently evaluating our practice through our 3-Step process. 

If you do not see anything in our calendar that works for you, please call us directly at 250-704-4047 or email and we will do our best to accommodate you.