As a financial and investment advisor in the Vernon and Okanagan area, I help clients achieve their goals and dreams by providing personal, trusted financial advice to their specific and individual needs.
I am passionate in my efforts to helping people like you to achieve a level of comfort and peace of mind knowing that together we’ve put you and your family in the best possible financial situation now and in the future.
I will work diligently to analyze your financial situation and advise you of opportunities for growth by taking all the pieces of your financial puzzle and putting them together in a solid, diversified plan suited to your individual risk level and needs.
Examples of clients I work with are:
• Young families who want to grow their wealth over time in order to pay for their children’s education.
• Individuals who are looking for advice so they can ensure they are taking the right steps to have the retirement the dream about.
• Individuals and families concerned with income and asset protection to continue their current and desired lifestyle.
• Active retirees who are concerned about maintaining the lifestyle they chose.
This is the time for your free, no obligation assessment. Contact me today to schedule a time to review your situation here at the office, or for your convenience, at your home.
Phone: 250 545-9188
E Mail: victor.veach@investorsgroup.com
To better serve clients I offer the same service to your friends, family and co-workers who will also find value in my service. Please let them know I am available to help.