Contact us

How to get in touch with our team

Our goal is to provide you with an unparalleled level of service. Finding the solution to your financial needs is our foremost focus. Below you will find the contact information for our team. We take great pride in providing expedient replies to all inquiries. We strive to ensure our clients are receiving the highest level of customer service available; it is our commitment to you.

Please allow one business day for our group to respond to your questions or comments.

Mailing Address

1803 Douglas Street, Suite 400
Victoria, British Columbia
V8T 5C3, Canada

Name Position Phone
Michael Watkins Senior Wealth Advisor 250.389.2112
Larry Wheeler Senior Wealth Advisor 250.389.2139
Karen King Administrative Associate 250.389.2160
Jordan Dawes Administrative Associate 250.389.2126