Holly Vipond

Certified Financial Planner (CFP)

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My Latest Adventure!

Posted on May 16, 2023May 16, 2023 by Holly

If you’re reading this and wondering what I’ve been up to, I’ve joined a firm called Shasta Consulting Group in North Vancouver! The Shasta Consulting Group is an independent financial services firm focused on providing financial solutions to individuals and corporations throughout their lifetimes. We specialize in financial services using a team approach to provide consultations and financial products geared towards the needs of business owners, entrepreneurs, and professionals. You can find us on LinkedIn here.

After being away from my profession for a little while (essentially since the start of covid) I am really excited to be back in business, and I am welcoming new clients and referrals.

For those who have not met me before, please be sure to check out my “About Me” and “Testimonials” pages, and then give me a call for your free consultation; I would love to sit down with you and review your financial plan and see how we can help you here at Shasta.

For those reading this who know me and have been wondering where I disappeared to during covid, I was off being a digital nomad for awhile–teaching online and traveling Greece, Italy, and Turkiye (and Calgary and Ontario, but…. ;). You can see some of my journey on my Insta.

While traveling is fun, there’s no place like home. I’m really happy to be back on the North Shore and back to work helping you all with your money again. Looking forward to the next phase of this great adventure called life. Happy Saving!

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Contact Me

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!

You can also find me on LinkedIn

Holly has provided insight into the finance world and how we can get ourselves organized for the journey into the future. We now feel on a path that we hadn’t been able to achieve working here and there with other advisors from different institutions.

Sean G.
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