Lorea DeClercq , CFP®, EPC, CEA

Senior Financial Planner

My career in the financial industry started off at the Royal Bank of Canada.  I transitioned to Vancouver Financial Planning Consultants in 1989 where I learned my more personal and holistic approach to wealth management.   

My team and I are committed to providing personalized, comprehensive financial planning services.   At Vancouver Financial Planning Consultants, we work to enhance the quality of our clients’ lives by helping them simplify and organize their financial affairs.  My objective is to develop long-term relationships with our clients, their families, friends and associates.  In recent years, I have taken an interest in elder care given our changing demographics.  I obtained my designation of the Elder Planning Counselor (EPC) in March 2009.

I reside in West Kelowna, BC with my husband, Hal.  I enjoy running, cycling, skiing, reading and yoga. I have completed 5 full marathons and 15 half-marathons to-date.  Most of all, I enjoy travelling with Hal.    

 


Vancouver Financial Planning Consultants Inc. is an outside business activity that may offer non-securities-related financial planning services.  Any specific investment recommendations provided by Lorea Declercq must be done through Assante Financial Management Ltd. (“Assante”), a registered mutual fund dealer. Although Assante is not responsible for any service or product supplied through Vancouver Financial Planning Consultants Inc., Assante will monitor for conflicts of interest, and investigate any client complaints related to services offered by Vancouver Financial Planning Consultants Inc.