OUR TEAM
Our team of Fee-only Financial Planners, based in Victoria BC, are dedicated to providing you unbiased financial advice. With over 100 years of combined experience, we pride ourselves in taking a collaborative team approach to all financial plans. Working together allows us to bring a variety of recommendations and strategies that work for you.
Lenore J. Davis
R.F.P., CFP, MA
Mark Lotocky
CPA, CFP
Cole Schneider
BBA
Ria Stroppa
CCC, MA