Personal Experienced Professional
what we offer            the team            online access





Chris SorensenPortfolio Manager & Wealth Advisor
BC: (250) 808-3332 AB: (780) 915-3333

Marco Avolio
Office: (250) 712-2135
Toll Free: 1-844-398-2341 Fax: (250) 712-2120
Estate Guidance and Legacy Planning - Click Here 
Insurance Review - Click Here
Tax Minimization - Click Here
Retirement/Cash Flow - Click Here
Business/Corporate Services
Bank and Lending
Financial planning for individuals with recently changed spousal status
Private Investment Management (PIM)
To help you delegate the management of your financial affairs with confidence, we are pleased to offer Private Investment Management, our premium level of discretionary wealth management. Click here for details.