BD Financial Planning
Welcome to financial planning done differently. The world of financial planning can be overwhelming. The industry is confusing and changes rapidly. It’s hard to know what strategy will actually help you reach your goals. BDFP can help you map out your future so you can rest easy knowing that you’re on the right track to reach your financial goals. Here are some of the reasons we’re not your average financial planning firm:
We're independent.
We are the boss! With no parent company affiliation, our advice is unbiased and in your best interest.
We're consistent.
Since 2003, we’ve been providing the same great service in the same location. You will always see the same friendly faces.
We're digital.
From statements to signatures, tax slips, newsletters, forms and applications – 99% of everything we do is digital!
We're nimble.
Not being affiliated with a parent company means we can act quickly to meet the needs of our clients and adjust to a changing world.
Come in for a chat!
Confused about your financial planning?
We can help. Let us remove the guesswork so you can move forward feeling confident and excited about your future.
The BDFP Team
Michelyne Lagotte
Office Manager
I relocated to the Comox Valley in 2012, bringing with me a diverse professional background that spans both small and large corporations, as well as owning my own business…
Terran Berger BBA
Owner
Born and raised in the beautiful Comox Valley, I’m proud to now be raising my own family here as well. After earning my business degree from North Island College…
Crystal Friesen
Assistant
Although I’m the newest member of the team, I’ve now been with the office for a year and a half, bringing a solid background in finance and technology to the table. Born and raised in…