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

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 Delta

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

— Laurie Delta

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 services to anyone I know.

— Lisa Vancouver

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

— Bill & Anne Sechelt