Financial Advisors

Chris is personable and knowledgeable. He makes sometimes difficult to grasp information easy to understand. I can't recommend him enough.

Always helpful

This company collects parking tickets for the city of Parksville. I had a $62 ticket which this Bailiff sent one letter about then lodged a derogatory mark on my credit score after about 12 weeks from sending the one letter which was easily forgotten about. The resulting black mark had huge consequences for my credit even after it was paid. An irresponsible and lazy way to inform people of debts they might not even know they have

Elaine Layman has been my accountant for several years, preparing both business and personal tax returns. She is extremely competent, very prompt and efficient and has done a first class job for me. I highly recommend her.

Dave is a great resource and is very knowledgeable about insurance and investments. His friendly attitude and pleasant demeanor make him a pleasure to work with. He has helped me get my finances in order and I am happy to recommend him to friends and family.

My appointment with Karen Mason was stimulated by a Business group I attended where the next step was to take action regarding my stalemate with handling finances. Karen came highly recommended as a dynamic, professional compassionate person by a group member. Our initial phone conversation was fun and with her colorful, confident presence I liked her right away. What could anyone do to help my pitiful situation, modest income, a permanent renter, scraping savings out of my pay so I can fix my car and get away once a year. Karen quickly and with genuine attention to my needs and situation gave me hope. Hope that I could do things a different way, that I was not stuck and made suggestions for tools I could use to that end. I couldn't have asked for more. Thank you Karen for helping me take the next step with hope and promise.