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I am a Financial Advisor located in Osoyoos BC.  I've been practicing for 30 years, fully licensed for investments with the MFDA in BC and AB, life licensed in BC and AB, specializing in Retirement Income Planning and Legacy Planning.  I am a Certified Professional Consultant on Aging.I am also an associate with GIC Direct providing banking products across Canada.

Designations:  HBSc. in Geology, CPCA

Fee for service financial planner specializing in farm and small business transition planning. 

CFP Certified financial planner

CLU Chartered Life Underwriter 

CHS Certified Health Insurance specialist

CEC Certified Executive Coach

ACA Agexpert Certified Advisor 

CAFA Certified Agricutural Farm
Advisor

Roxann is a Financial Advisor helping Families and Business Owners protect their personal life, business, and assets so they can live comfortably and achieve their future goals.

Her expertise lies in understanding your unique situations, goals and finding opportunities and solutions that solve multiple problems.

Roxann is passionate about helping other individuals build their own financial services business and create passive income sources.

Are you an Individual or Business Owner working hard to climb up the corporate ladder, and grow your business while taking care of your family and personal life?

Chances are you are working hard to go to that next level fighting challenges that come with today's work environment.

All this means that you simply don't have the time to pause and think about things that could go wrong and the risk you are putting on yourself, your business and your family.

Have you thought about the following:

Did you know? 3 in 10 middle class families live paycheck to paycheck, 30% of households lack life protection, 41% Gen-Xers haven't saved for retirement, and much more

One small unforeseen event can take everything you have built away from your loved ones.

You see...these are some of the many questions that I can help you answer.

Avoid this: "Being a Top Performer, making a high income, but risking everything due to lack of proper planning..."

We have been in business since 1992. We provide advice and solutions to financial problems for clients in the areas of Protection, Accumulation and Retirement.  Implementing a financial plan for our clients that addresses risk management, increasing wealth and retirement planning allows us to always be objective-based when it comes to any recommendations we present to our clients.  

Chartered Professional Accountant's office with two CPAs, three tech and two admin.  We prepare personal and corporate returns as well as estates and trusts.   We have a small list of American clients that we do 1040 returns for. 

I am an employee with MBI Financial Inc for 27 years.  I specialize in selling guaranteed investment products, life insurance products and mutual fund products.  I am life insurance licensed as well as mutual fund licensed.  I have completed the course in Registered deposit broker also.  In the branch office that I work in - Ridgetown - do the estate paperwork for my clients to make the necessary changes to their accounts when their loved ones have passed on. 

As a Project Manager with 20+ years of experience, I have the ability to look at the big picture and breakdown each action item into manageable steps.

Canadian Chartered Professional Accountant (CPA, CA) with a general practice focusing on owner-managed businesses. We are the Canadian owner-managed business owner's choice for on-line professionally designated tax accountants.

Areas of practice include:
- assurance (audit & review engagements)
- tax advice, tax planning and tax preparation services, for individuals, partnerships, corporations, trusts and non-residents of Canada.
- deceased persons and estates; did you once agree to be an executor for someone's estate and now they have passed away? Being an executor is a daunting job which can consume more time than you ever imagined. We can help guide you through the tax compliance associated with an estate.

Area of professional interest: the use of technology in the work of professional accountants and tax practitioners to achieve work-life balance, enhance firm productivity with the end goal of increasing client value.

Specialties: service to Spanish and German speaking clients.