Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Mutual funds are provided through PEAK Investment Services Inc. All other products and services are provided through Sentry West Financial.
*Jason Holmes is attached to PEAK Investment Services Inc. PEAK Investment Services Inc. is a mutual fund dealer that is registered with the Autorité de marchés financiers du Québec and the Mutual Fund Dealers Association of Canada. PEAK Investment Services Inc.’s activities involve investment products, such as mutual funds and exchange-traded funds. The MFDA Investor Protection Corporation protects clients of PEAK Investment Services Inc. who are under its jurisdiction against the loss of property held in client accounts due to the firm's insolvency. Please see http://mfda.ca/mfda-investor-protection-corporation/ for more details.
3303 Radiant Way
Victoria BC V9C 0K3
As a small firm, we’re agile and able to accommodate to regulatory changes in the industry and the changes in our clients’ lives with ease. By understanding the motivation behind your investments, we can help find evolving solutions that fit your life as it is now and how you envision it in the future.
Being independent and accessible, we provide the same services and expertise as large institutions, but with a personal touch. You’ll never be lost on an endless automated phone loop or wait weeks for an appointment. We live and work in the same region as our clients and feel that by doing so, we’re able to craft financial strategies that consider the entire scope of living where we do, the challenges and benefits of being in a small community.