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Vancouver, BC
V6C2V6
Canada

604-685-1938

What Our Clients Say

"Daisy has played a pivotal role in our financial success. When we first met her, we had a considerable amount of debt, and we were renting a home. She helped us with goal setting, and with her guidance, expertise, and encouragement we've managed to pay off what we owed, save for our daughter's education, put together a sizable down payment and buy a home of our own (a longtime dream come true). Right from the start, Daisy has been very personable, prompt, and professional. She's proven herself to be trustworthy and knowledgeable in her field, and we don't know where we would be today without her." - Michael & Pauline

 

"We have been clients since 1993. Daisy assumed the lead on our portfolio in 2004. Our experience with Daisy has been pure pleasure. She works with us making sure we understand and provides choices as well as recommendations. We trust her completely and have recommended her to several immediate family and friends." - Jan & Howie

 

 "Working with Daisy has been a very rewarding experience. Her prompt and precise help has been a godsend to me." - Laurie

 

"I feel very lucky to have Daisy as my Financial Planner. She listens to my priorities and concerns and asks the right questions to help develop a flexible plan that is the right fit for me. I always leave our meetings feeling confident that long-term goals are being provided for, while still being able to enjoy present wants. Daisy provides expert financial advice in a friendly, non-intimidating manner; I would recommend her service to anyone I know." - Lisa

 

"I have been a client for many years now and Daisy has taken very good care of my finances. We have also been friends for several years and Daisy has seen me through some very difficult times and been a supportive and caring friend." - Deb

 

"Daisy's aptitude, conscientiousness, thoughtfulness and ability to meet my personal financial interests have been highly professional. After my husband's death, she and I spoke on the phone, met occasionally and that is when she would clarify and answer my many questions. Daisy is a good listener and if she can't answer a particular question then she always gets back to me with an answer. She gave me a gift - Idiot's Book for Investors - as I felt a need to get smarter. Daisy has a wonderful knack of doing business and engaging in ordinary chit chat making finances a friendly part of my life. Lots of humour is exchanged at these times. Given the financial crises we've experienced humour is good. I was always assured that I would be ok and I am just fine. I don't lose sleep over what my financial future is and that is largely because of Daisy." - Sarah

 

"Daisy has been our financial advisor for many years. Her advice is always sound and has our best interest in mind. Her warm personality makes it a pleasure to work with." - Bill

 

"My husband passed in 2000 and Daisy was there to assist me, sometimes even on a daily basis. She was caring, understanding and listened patiently to all my needs. I cannot say enough about this wonderful young lady." - Shirley

 

"As a retired pilot, I look back and remember spending most of my life studying to keep up with the latest innovations and intricacies regarding flying.  Thanks to Daisy, my wife and I can look back and remember all the help and planning she did for us that is helping make our retirement worry free and most enjoyable. Daisy went the extra mile to give us great advice, and took care of our income taxes. We find that although we no longer worry about investing, we can ask Daisy anything and she goes the extra mile to answer any questions we may have. Thank you, Daisy." - Al & Lydia.