OCU Wealth Management helps you balance your needs of today with your goals of tomorrow. Together we can develop your own, tailor-made plan to help identify and achieve your financial goals. From saving programs, retirement planning, protection for what you love and estate planning, OCU advisors will help you find your starting line and support each step moving forward.
We gather all quantitative and qualitative information related to your current situation and analyze it with respect to your goals, needs and priorities. It is important that we have a complete understanding of your specific, personal financial situation before we make any recommendations. Through thoughtful conversation, we then implement your personalized strategies, discuss and mutually agree on implementation action, responsibilities, and time frames.
The first step of the approach is to understand your financial goals, needs and priorities. Each person’s story is different and we need to hear yours. This will help determine whether we can provide what you are looking for and whether we can meet your expectations. This is an important part of ensuring a long-term relationship.
1. Build a retirement plan, tailored to you
2. Invest well, with your unique lifestyle needs in mind
3. Create peace of mind, knowing your loved ones are protected
4. Create an estate plan that reflects your values
5. Protect your business or plan your succession strategy
At Osoyoos Credit Union, we can assist you with expert advice, taking the time to understand you and what you need for your future.
Build a retirement plan, tailored to you. We will agree on a timeframe for monitoring and evaluating each of the financial strategies based on your goals, needs and priorities. We will then review and assess your progress, update your current situation, and clarify your goals and priorities to determine and discuss any necessary revisions to your plan.
We help by:
There are many types of funds available. Common types are money market funds, income funds and equity funds. There are also balanced funds which hold all three types of investments. The funds are divided into units. Unit values are updated frequently based on the market value of the investments.
*Mutual funds and securities related financial planning services are offered through Qtrade Asset Management Inc., Member MFDA.
I have been helping clients simplify their financial needs since 2005. With a Personal Financial Planner designation, my focus is on financial planning in order to make a more significant contribution to the lives of our members and clients. As part of the Osoyoos Credit Union Wealth Management team, I offer comprehensive financial planning for members and the community.
Having spent several summers in the area, I’m excited to now be living in Osoyoos full time. It’s the perfect environment to enjoy all of my favourite activities; as an avid fly fisher, I’m keen to spend my evenings or weekends on the lake or river. I also enjoy golf and soccer, and have recently discovered a passion for curling.
Giving Back to Our Community
Outside of my desire to help members achieve their life goals, I have worked hard to protect the rights and lifestyles of seniors and adults with disabilities. I am currently the treasurer for the BC Community Response Network, dedicated to the education and prevention of adult abuse, neglect and self-neglect.