Find a CEA

I have 25 years experience as an Independent Investment Advisor,  I work for my clients and place their needs above all else. Each situation is unique and I focus on the individual’s needs as a Certified Financial Planner.  Investments, Insurance, Estate Planning and Tax Issues are all aspects of meeting a client’s specific financial goals. I create wealth and peace of mind.  I am dedicated to building trust with my clients and creating long term relationships. 

I am passionate about ensuring that the process of financial strategies are in this order: goals, plan, and then portfolio. I write plans at no cost and obligation to ensure busy sales professionals know where they are in relation to what is most important to them.

1. Who I serve:

I work with people responsible for the revenue of their company or business who are struggling to fit everything into their lives. I use an established process to understand what is most important to them and build personalized strategies to achieve their goals. We partner together throughout their life to keep them on track. If you put peace of mind and clarity at the top of your values you are a fit.

2. Your challenges:

a. Multiple accounts from prior employers
b. Not knowing how much or for how long to save for retirement, education, etc.
c. Portfolios lacking transparency, performance, or tracking toward your goals.
d. You find yourself challenged with time and needing a trusted professional for financial advice.

3. How I help:

By appointment, you're welcome to come in and sit with us for a while. I Will ask you to briefly outline your financial goals - what your investment portfolio is intended to do for you. Then will review the portfolio for and with you. If I think your investments continue to be well suited to your long term goals - despite all the market turmoil - I will gladly tell you so, and send you on your way. If, on the other hand, I think some of your investments no longer fit with your goals, I'll explain why, in plain English. And, if you like, I will recommend some alternatives.

4. My philosophy:

I have the sophistication to handle your investments, and the heart to handle your dreams.

Contact me now to set up a 15 min. discover call.

306-664-1969

David Lyon - Key Services

Wealth Planning

Tax & Estate Planning

Investment Management

Debt Management

Insurance Planning

Client Education

Over 35 years of helping small businesses and individuals plan for their financial future.

Joanne Ma, Financial Consultant, CPA CMA, CEA 

People see me as a financial
profession, a trustworthy and reliable friend! Providing holistic
financial planning advice on life insurance, estate planning, retirement and tax planning. 

“信任是人們之間最重要的，無論是客戶還是朋友” Joanne 馬媛，您值得信賴的財務規劃師!  不论是企业家，高净值人士，亦或是普通的工薪阶层，都需要了解金融理财的基本理念，提前规划的必要性，财务安全的重要性，家族财富传承的可能性，企业和个人免税延税的合法性

Area serviced:
Burnaby, BC; West Vancouver, BC; Coquitlam, BC; North Vancouver, BC; New
Westminster, BC; Richmond, BC; Delta, BC; Surrey, BC; Vancouver, BC; Port
Moody, BC; White Rock, BC

Estate & Succession Planning

Retirement Planning

Risk Management Planning

Charitable Planning

Funeral Pre-planning and pre-funding is an important legacy for your
loved ones.  Serving the West Kootenays representing Castlegar Funeral
Chapel, Thompson Funeral Service and Clark's Funeral Services ensuring
your wishes are registered and honoured.  Helping your loved ones avoid
the burden of paperwork, difficult decisions and being left with a bill
to pay is priceless.

James MacKay, B.Sc, BSW

Blair MacLean, RFP,CFP,CLU, RHU

Integrated Family Office offering accounting, financial planning, legal, investment overview

Financial Plans without Incentives.

Wealth strategies are designed with a select client in mind. The focus is on objective, comprehensive thinking in collaboration with other professionals to create a benchmark for wealth preservation and growth. Financial planning engagements are independent of any product incentives or referral fees.

I am a lawyer practicing in Wills and Estate Planning and Administration based in Dartmouth, NS. I help clients explore various estate planning strategies and assist them with preparing a tailored estate plan, which includes drafting wills, an enduring power of attorney, personal directives (living wills) and establishing trusts.