Hello, and welcome here!

If you’re looking for a financial advisor in North Vancouver (or anywhere in BC, really), 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 you with planning and guidance? Great! Planning is 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 bad experiences with other planners and are looking for fresh eyes and someone who understands and can empathize with you. This is me.

Check out my testimonials, my about, and my LinkedIn, and then send me a message and we’ll chat. I am looking forward to meeting you.

I am so grateful that I met Holly and asked her to be my advisor. I was entering a huge transition, with financial ups, downs, and uncertainties. I had a large amount to learn and take over for my family. Holly helped me to understand all the “pieces” of my financial picture, to deal with some immediate needs, and to make a sensible plan that gives me confidence, for the shorter and longer terms. I appreciate that Holly is patient about explaining things; I see that as an important part of my advisor’s job. It’s also beneficial that she reminds me when it’s time to check in!

KC
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