Holly Vipond

Certified Financial Planner (CFP)

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Category: Insurance

The Four Cornerstones

Posted on May 25, 2023May 26, 2023 by Holly

A sound financial security plan should protect you against uncontrollable events such as disabilities or death, while helping you plan for controllable events such as buying a new home and retiring comfortably. To do this, my planning process is based on four cornerstones of financial security planning: Financial security at death All financial security plans…

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Our office is located at the corner of Esplanade and Lonsdale in beautiful North Vancouver, BC. Give me a call at 604-713-7858 if you'd like to schedule a time to come in for a consultation!

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Talking to Holly is like talking to an old friend. She is cheerful and smart and she sets your mind at ease from the get-go. You know she will always take your best interests to heart. I trust Holly’s advice and wouldn’t go to anyone else.

Dawn T.
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