Headshot of Oliver Sayah

Oliver Sayah, BA (Econ), CFP, CIM

Senior Portfolio Manager & Investment Advisor

Phone Number250-248-2104
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Email me

Our Wealth Management Approach

Oliver, Mike & Ashley recognize that money is merely a means to an end. Its about your ability to live your life the way you want. Its about enjoying your success, spending time with your family, and creating memories that last for generations and that requires efficient planning of your resources to help you get there.

While money is just a means to an end, it still requires professional attention. Most importantly, it requires the caring approach that recognizes where you want to go and the goals that you have set for yourself and your family not just your financial goals. In addition to helping you manage your plan, our team can help you plan your retirement, save for a family members education, protect your lifestyle, fund a major purchase, or create your legacy.

In short, we help you take the things in life that you value the most and then translate those dreams and goals into a financial plan.


Click here to meet the team

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