We know choosing an advisor isn’t easy. We can make it easy.

LET'S EXPLORE A POTENTIAL PARTNERSHIP.

We realize the importance of investing time upfront to ensure we are a good match. We suggest interviewing three different advisors before making a decision, and can provide you with a list of questions to ask. In our initial meeting together we will ask questions to get to know you, what's important to you, and explore a potential fit in working together. Understanding your personal circumstances, goals & objectives, investment experience and expectations allow us to access where we can add value and guide you in achieving your goals. If after the initial meeting we don't believe we are best suited to meet your needs, with your consent we will refer you to another Advisor that may be better aligned based on the information you have shared with us. Where we both see a great fit in working together, we'll do a deeper discovery to fully understand your situation before moving on to the strategy design phase of the process. Either way, an initial consultation will be worth your time as it will point you in the right direction.

Wealthy Life Group

1175 Douglas
St #1000
Victoria, BC V8W 2E1
T: 250.405.2443



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An investor without investment objectives is like a traveler without a destination.
Ralph Seger