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How I Can Help You

How we help

Established Family

You are more experienced now, your bank account is larger, and it is easier to think further ahead.

Protecting your family

Without barely a moment’s thought, you would protect your family from an immediate threat.

Your investments

Do you ever feel like life is too automated? Maybe you’re suspicious of the cruise control feature on your car.

Your Legacy

You have worked all your life and saved for retirement. What other planning work could possibly be left?

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Testimonials

Bill Rainbow

Jason's expertise and professionalism are why I refer my clients to him for their insurance and financial planning needs!

Owner, Mortgage Alliance West

Dean Read

With his hard work and understanding of our needs, Jason has had a very positive impact on our corporate success. his group benefits package and key man insurance were especially valuable, and new ideas are still coming!

VP Operations, GeoStrata Resources Inc.

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About Us

We serve individuals, families and businesses in the Invermere area. Our primary goal is to help each client meet their unique financial goals.

We are never satisfied until you are.

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