Invest with experienced guidance

Preserving capital and managing risk are two important objectives for investors, and in today’s global economy, they can be more challenging than ever. Over the years, I’ve had the privilege of helping clients manage the complexities of their wealth through carefully constructed portfolios and a strategic combination of traditional investment solutions and more sophisticated investment alternatives. We can offer you an array of personalized investment services, support and guidance that can help make a positive difference as you pursue your financial goals.

Healthy Plans. Wealthy Results.

Discover Who We Are

At Living Financial, we offer specialized advice for distinct needs, meeting you where you are – no matter where that may be.

We are not just a firm communicating with our clients through transactional interactions. Both Jodi and I believe that at the heart of every successful business are real, candid people investing time and comprehensive planning to better their client’s life.

Our happiness is your financial confidence. Founded on our core values of accountability, consistency, and empathetic leading, Living Financial is committed to providing you with the full value you deserve from our firm.

To deliver an effective personalized approach, our communication strategy with you, our clients, involves non-judgmental listening and guiding you with patience and understanding. We are here to answer any questions, no matter how basic or personal.

Financial planning can have emotional moments. Jodi and I are here to build your trust and listen with empathy to what you have to say.

Explore Our Financial Plans for Retirees and Business Owners

A financial plan that aligns with you and what you value.

  • Couples and individuals who are nearing or already in retirement, and want to comfortably enjoy this stage in their lives.
  • Established business owners who are ready (and willing) to start thinking about the financial future of their business and how retirement can fit in.
  • Individuals who are transferring their pension plans for reasons such as change in employment, marriage breakdown or retirement.

Applying a proven process, we design and implement a written financial plan that includes tax-efficient income strategies.

We take the burden of day-to-day investment management off your hands to allow you the freedom to live your life with less worry. Call or email us for more details or to book your free consultation.

VIDEO DISCLAIMER: The office observed in the video above was filmed in our old office building. We are grateful to announce that we have moved into a new space and look forward to showcasing it soon in an updated video.

It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki