Amazing people to work with setting goals and putting into action top notch 😊
Mike Varney, Comox
BDFP has given me a good picture of my potential future retirement date and what I need to do to accomplish it. They give a complete financial picture from today to post retirement and estate planning. It’s a relief to have someone else looking at the big picture with me and take an honest look.
Mark Myles, Campbell River
Your trusted team is always willing to listen to us and discuss our concerns and questions. We know that what is shared at the office is confidential and we feel that we – and our money – are in good hands. The updates and messages that we receive are easy to understand and in our best interests. Thank you for many years of being there for us.
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Chris & Val Little, Comox
Excellent service, fee based fees that are not hidden. Always feel that advice given is for the clients benefit…… not the financial gain of the advisor.
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Rob Howland, Courtenay