portrait of Eric Denne

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

Find your starting point

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Start here

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

Learn More