• 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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Our Team

Lloyd A. Litke  CFP, CLU, CH.F.C.

After graduating from college, I worked in the banking industry. I then moved to the personal financial service industry. During my tenure, I hired and trained hundreds of advisors. I have taken on senior leadership roles with numerous, large insurance companies.

My focus is to help people to understand their current situation, and to provide them with options. I inform and educate them with the various options that are available, taking into consideration their unique circumstances.


  • Accreditation:  Chartered Life Underwriter (CLU), Certified Financial Planner (CFP), Chartered Financial Consultant (Ch.F.C),  and Life and Accident Insurance Licensed
  • Industry experience since 1978
  • Licensed in the province of British Columbia
  • Member of Advocis and Financial Planning Standards Council

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Charissa Keech B.A.


Independent Life Licensed Advisor

Working in the financial sector since 2011, I found that my greatest satisfaction was helping people put their financial affairs in order. My career started as a bank teller and within two years moved into Management. My philosophy of financial service was consistent no matter the role: get to know our clients first, and then create personalized recommendations based on what is important to them. Caring for and educating clients in this manner resulted in being nominated one of Cloverdale's top 3 Financial Advisors in 2018.


  • Accreditation: Bachelor of Arts Degree, Life and Accident & Sickness Licensed.
  • Industry experience since 2011
  • Licensed in the province of British Columbia
  • Member of Advocis

Our Approach

Using our 50+ years of experience and a comprehensive approach, we are passionate about providing financial advice. We use a conservative approach to help you live comfortably today and protect your legacy for the future.

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