• Welcome!

    Our foundation is built on fostering a long-term and meaningful relationship with you for life.

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    If you ever have questions about your plan or about specific financial products, get in touch.

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Charissa Keech B.A.


Office Address

2727 - 164th St.
Surrey, British Columbia
V3Z 0E2 Canada

Our Approach

Helping our community through building personalized financial plans with progressive, tax-smart investing strategies. We create a financial plan with the right investments that fit your life goals. 

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