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T 250.954.0247

F 250.954.0257

toll free 1.866.954.0247

172 Weld Street PO Box 1950

Parksville, BC V9P 2H7

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Our Services

We provide a broad range of services, products and plans to meet the diverse needs of our clients. Please see below for more info.

Services
  • Financial Planning
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Products
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Plans
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  • LIFs and LIRAs

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Mutual funds are offered through Manulife Securities Investment Services Inc. Insurance products, GICs, segregated funds, and financial planning services are offered through Precision Wealth Management Ltd. Banking products are available through referral.