Hi, my name is Joy.
As a Financial Advisor and Insurance Broker dedicated to your investment and retirement planning in British Columbia and Alberta, my goal is to help you find the perfect life insurance plan and investment solutions tailored specifically to your needs.
My journey to becoming a licensed insurance broker is driven by a desire to empower families like yours. I believe that family is our greatest treasure, and as parents, we play a vital role in supporting our children. It’s all too easy to get caught up in the hustle and bustle of everyday life, but prioritizing financial protection and planning is essential for peace of mind. When our kids start to become more aware of the world around them, involving them in the family’s financial planning can foster responsibility and a deeper understanding of our financial goals. Teaching financial literacy by setting a good example is something I’m passionate about.
So together, let’s create a roadmap that not only secures your loved ones’ futures but also equips the next generation with the tools they need for responsible financial management. Let’s work together to ensure your family’s goals are met and that you can enjoy the peace of mind that comes with solid financial planning.
“Most people don’t plan to fail,
they fail to plan.”
— John L. Beckley
Are you interested in learning more?
Fill out some of your questions and I will be in touch shortly. I can’t wait to hear from you!