Your money. Your unique life.
Healthy Financial AdviceLyle MacDougall, Trusted Fraser Valley Financial Planning
What Makes Us Different
A holistic approach to financial planning, that puts people first.
Crystal clear
Clients should understand what they are buying and what it costs..
Balanced
A clients value is not measured by their net worth.
Straightforward
We speak to you in plain English and stamp out needless confusion.
OUR CLIENTS
They are a smart & diverse group of individuals, families, and businesses across the country who are committed to pursuing financial well-being. We help everyday people who are seeking professional guidance and who understand the value of independent, objective advice, free from the conflicts of commissions, percentage-based fees, and proprietary products.
If that sounds like you, then let’s talk.
