Hello, and welcome here!

If you’re looking for a financial advisor in North Vancouver or throughout BC, you’ve come to the right place. My name is Holly, and I’m a Certified Financial Planner (CFP) in North Vancouver.

What makes me different from the other financial advisors you’ve worked with? Basically, I’m the opposite of a robo-advisor. I love meeting you, finding out who you are and what makes you tick, what motivates you, and what your roadblocks are. Where do you want to go, what’s in your way, and how can I help you get there?

I love the human element of it. Do you want to learn about investing and saving? Awesome, I love to teach. Do you already know and do some of it yourself, but just want someone to help and guide you? Great! That’s fun for me. Do you “spend like an unsupervised child” and need someone to help you start saving for your future? I can help with that too. Or maybe you’re established but you’ve had less than stellar experiences with other planners and are looking for fresh eyes and someone who understands and can empathize with you. This is me.

Bonus points if you are interested in Sustainable, Responsible Investing, because that is a special passion of mine, and of many of my clients!

Take a look through these pages and my LinkedIn, and then send me a message and we’ll chat. I am looking forward to meeting you.