portrait of Eric Denne

About Eric

I grew up in Campbell River, here on Vancouver Island. After high school, I studied at universities in Canada and the US, completing a BSc in Engineering which led me to a successful fifteen-year career as a professional engineer in the energy industry, working across North America. Although I enjoyed solving engineering problems, over time, I found something was missing. I didn’t feel I was having a meaningful impact in people’s lives – as I get older this has become increasingly important to me.

So when the opportunity presented itself, I relocated back to Vancouver Island to follow my passion...

Focus Areas

  • Retirement savings strategies
  • Intergenerational planning
  • Retirement income strategies
  • Business owner considerations
  • Estate and legacy strategies
  • Wealth strategies

Personal Interests

  • Golfing
  • Snowboarding
  • Scuba Diving
  • Mountain Biking
  • Hiking

Team Members

  • Lesley Anderson
    Client Experience Specialist
  • Dana Bryant
    Client Experience Specialist

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

More to explore

My priorities

What are your priorities?

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Setting your path

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