Fillmore Financial

  • Finance
5279 Rutherford Road
Unite 100
Nanaimo, BC V9T 5N9
(250) 585-2088
(250) 585-2090 (fax)
  • About

    I am an insurance and investment advisor working with Canada Financial, one of Canada's premier financial services firms.

    I work in financial services because I believe that good financial stewardship is the backbone of a healthy society and that my background uniquely positions me to not only help protect and grow my client?s financial security, but also to encourage and inspire them to set and achieve their highest goals.

    I am committed to providing new insight into your family and your business financial goals. I help my clients increase and protect wealth through secured and guaranteed solutions. I specialize in protecting the financial security of your family and the profitability of your business. This can include
    minimizing taxes, minimizing insurance costs, guaranteeing investment growth, and proper allocation for creditor protection and ultimately maximizing estate transfer. I look forward to working with you soon.