Education
University of Victoria
University of VictoriaBachelor of Science
About Oliver
Who I help:
I specialize in assisting a diverse range of people, including families, retirees and pre-retirees, business owners, as well as non-profits and foundations. I am dedicated to building lasting relationships based on trust, transparency, and open communication. I’m happy to work with clients’ lawyers, accountants, and can recommend other professionals if they’re needed.
How I help them:
I believe in a diversified and well-balanced approach to financial strategies. I create personalized investment portfolios that align with clients' financial objectives and risk tolerance, always with an eye on long-term wealth preservation.
Why me:
My passion is, and has always been, having a positive...
I specialize in assisting a diverse range of people, including families, retirees and pre-retirees, business owners, as well as non-profits and foundations. I am dedicated to building lasting relationships based on trust, transparency, and open communication. I’m happy to work with clients’ lawyers, accountants, and can recommend other professionals if they’re needed.
How I help them:
I believe in a diversified and well-balanced approach to financial strategies. I create personalized investment portfolios that align with clients' financial objectives and risk tolerance, always with an eye on long-term wealth preservation.
Why me:
My passion is, and has always been, having a positive...
Focus Areas
- Wealth strategies
- Intergenerational planning
- Retirement savings strategies
- Estate and legacy strategies
- Education savings strategies
- Business owner considerations
Education
University of Victoria
University of VictoriaBachelor of Science
Personal Interests
- Traveling
- Music
- Tennis
- Cycling
Team Members
Crystal YuSr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Location
RichmondMore to explore
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