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. I work with a firm called Shasta Consulting Group in lower Lonsdale.
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 in person, 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.
