Recognized as one of Nanaimo’s leading wealth management providers, we value the opportunities to build professional relationships within the community. If you’re looking for a trusted partner to help with your clients’ wealth management needs, or looking to build your own professional network, please contact Branch Manager Al Dreger.
A dedicated team for your needs
Kim Moes, Senior Account Manager, RBC Royal Bank
Depending on your banking needs, your personal Investment Advisor can help you integrate your needs into one plan with the help of Senior Account Manager Kim Moes. Now it’s even easier to meet all your financial and banking needs - from investing, saving and personal credit, to everyday banking needs - through one convenient and knowledgeable point of contact. Kim is committed to helping you take advantage of financial solutions that will help you meet your current and long-term needs. Based on your wealth management plan, Kim and your advisor can create innovative strategies for loans, credit lines, and mortgages, bank accounts and online banking.
Insurance Consultant
As your success grows, it becomes more and more important to protect you wealth and your family. Our Insurance Consultant will work with you to identify strategies that will help you and your family are preserve your wealth in case of injury or illness, and transfer it tax-efficiently from one generation to the next.
Will & Estate Consultant
Our Will and Estate Consultant can work with your advisor to build strategies to address business succession issues, create or update Wills and trusts, help you select and appoint powers of attorneys, and draft representation agreements. With their experience and expertise, our Will and Estate Consultant can assist in your wealth management planning through complimentary consultations.
