Sandra Odgers

Sandra Odgers, CFP, FMA, FCSI

Wealth Advisor & Financial Planner

Phone Number250-729-3239
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Email me
250-729-3272
1-800-661-4484

  1. Introduction

  2. Our comprehensive wealth management services commence with an unwavering commitment to precision. Prior to onboarding any client, we initiate our disciplined five-step process by conducting a thorough and comprehensive financial plan. This foundational step ensures an in-depth understanding of each client relationship, enabling us to gather crucial details. This commitment is integral to our philosophy, fostering continuous awareness not only during the initial meeting but also as needs evolve.
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  4. Discovery

  5. Building upon the foundation laid during the introduction, we embark on a journey to gain a profound understanding of individual needs, goals, and circumstances. This phase involves the meticulous gathering of vital financial information, including comprehensive account statements, laying the groundwork for clarifying financial objectives.
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  7. Strategy

  8. With the insights gathered we undertake a rigorous analysis of financial and personal information. This enables us to align objectives with smart, time-tested strategies, ensuring a cohesive and tailored approach to guide clients toward their financial goals.
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  10. Solutions

  11. Armed with a nuanced understanding, we develop thoughtful and creative solutions. Drawing from a diverse array of world-class products and services, we craft tailor-made solutions that precisely address specific objectives with innovation and consideration.
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  13. Service

  14. Regular reviews form a cornerstone of our commitment. We conduct thorough assessments to ensure that financial objectives remain on course, considering changing needs and the dynamic nature of market and economic cycles. This ongoing evaluation is a testament to our dedication to providing enduring and effective wealth management solutions.