Your Financial Planners, Lorea DeClercq, Michael Winters and Hitesh Morar have combined investment and planning experience of over 50 years. We work as a team and all hold the CERTIFIED FINANCIAL PLANNER® designations. Laurie Winters, one of the founding members of Vancouver Financial Planning, is now semi-retired. Megan Garson is the Executive Associate and Insurance Advisor. Deborah Starkey is the Administrative Assistant and Technology Support.
We offer our clients a range of financial planning and wealth management services. We have expertise in all aspects of wealth management including, financial management, income tax, insurance & estate planning*, family trusts, and divorce financial planning.
We are committed to providing our clients with personalized, comprehensive financial planning services, and work to enhance the quality of our clients' lives by helping them simplify and organize their financial affairs. Our objective is to develop long-term relationships with clients as well as our clients' families, friends and associates.
*Michael Winters & Megan Garson provide insurance products and services through Assante Estate and Insurance Services Inc.