INVESTMENT & FINANCIAL PLANNING
Personal financial planning focuses on you as an individual – bringing together all the financial and psychological factors that have an impact on your life- to give you a greater sense of security.
Commitment and dedication to future goals is what connects our passion to our clients and their families.
Whether you’re a business owner, blue collar worker, professional or entrepreneur, we follow a disciplined approach to assess the full picture, analyze the options and continuously monitor the progress towards the goal.
Minimize the cost of borrowing and accelerate your savings.
Get you on track to home ownership.
Optimize your investment portfolio.
Create distinct plans for yours or your child’s future education.
Reduce your taxes and channel your tax refunds efficiently to build your future.
Reduce the impact of life’s “what ifs” – disability, critical illness or premature death.
Paint the picture for your retirement as it nears.
Contact us today to learn how we can aid your investment plans!
Contact us today to learn how we can help!
Locally owned and operated in Kamloops, Goddyn & Associates Financial Services is your trusted source for insurance coverage and investment planning, handling all aspects of your finances from life and mortgage insurance to RRSPs and benefits. Backed by years of experience, financial advisors Carol Goddyn and Stacey Vair can set you on the right path to financial stability and freedom.
Give us a call or send us an email to request a quote and we will be in touch promptly to arrange a consultation with you.
We understand your time is valuable! Evening and weekend appointments are available by request.