Mission Statement
Our mission is to provide superior value to all those we work with now and in the future.
Purpose
Our purpose is to help ensure the client’s financial dreams and goals are accomplished through the use of a clear, concise and disciplined planning approach.
Vision
Our vision is to build an amazing practice through our professional and personal relationships with those individuals who have strong values, clear vision and a positive outlook on their future.
Our Service Promise
We promise to keep an ongoing relationship with active clients to help ensure their financial security plans continue to meet their individual needs. We promise to keep current on all changes in the evolving financial services industry so that clients can benefit from our knowledge. We promise to hold all of our clients in the highest regard. We do this by delivering on our promises and ensuring our clients receive professional service.
Meet our team
Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists available to us, we can help you make sense of your options.
What people are saying...
Mathias Dimter has provided us with exceptional service during our 15 or so years association. We have seen gains on all levels of our investments and retirement planning. At present we are looking forward to our retirement with some level of comfort and peace of mind. Mathias has consistently provided sound advice and has always gone the extra mile to take care of our needs including conversations with our accountants and lawyers when necessary.
Make saving simple
Setting up automatic, pre-authorized chequing (PAC) contributions can make saving simple and potentially help you reach your long-term investment goals sooner.
Take action
Are you ready to take the next step towards planning for your financial future? Contact us today if you'd like to meet and discuss your financial needs.
Office: | 250-824-1114 |
Fax: | 250-824-1115 |
Toll Free: | 1-877-850-9955 |
Book an appointment with us today if you'd like to meet and discuss your financial needs.
Canada Life Investment Management - Opens in a new window brings together leading investment managers to offer a relevant and diverse fund line-up that meets your needs through today’s changing market dynamics.
Whether you plan to help fund your child's education, build a successful business or retire comfortably, financial products and services should address specific needs in your financial security plan.