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 just wrote a list of all my accomplishments for 2016 and the first three items were: ‘Started working with a Financial Planner’, ‘Started a Financial Plan’, and, ‘Used my savings to pay a deposit on new apartment and hire movers’. This is all because at the end of 2015, a good friend of mine, and someone who I value for their discretion said to me, “You have to go see Holly Vipond.” So I did and here I am, feeling the most positive about my finances than I have in years.

Erin M.
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