Your personal trainer for financial fitness.
Retirement Income Planning and Investment Management
At Nanoose Bay Wealth Management, we can help you uncover your purpose and build a customized financial plan that creates confidence in your next adventure.
Our Services
We’re different.
In a world where having a personal relationship with your professional financial advisor seems a distant memory, we take pride in being “Your Personal Trainer for Financial Fitness.”
Our Financial Life Management Program provides you with a roadmap and the confidence of knowing you have a greater probability of accomplishing your goals.
We’re Local.
Nanoose Bay is unique. The natural beauty and small town feel has traditionally attracted active retirees. Recently, the ability to work at home has captivated busy executives and young families looking for the excellent work-life balance Nanoose Bay provides.
We engage with our local community through volunteer work, supporting other local businesses and being the best neighbour we can be.
We never take the privilege of living in Nanoose Bay for granted.
