One team for your investments, insurance and estate.
We help BC families and business owners build a plan, protect it, and keep it on track. Your advisor leads, and our systems make sure nothing gets missed.
Three areas. One plan.
Most people have their investments in one place, insurance in another and no estate plan at all. We bring it together so every piece works with the others.
Investment management
RRSP, TFSA, RESP, RRIF, in trust and corporate accounts. Built around your goals and reviewed with you every year.
Insurance planning
Life, disability and critical illness coverage, compared across carriers and sized to what you actually need.
Corporate and estate planning
For incorporated professionals and business owners. Getting money out of the company tax efficiently and passing on what you have built.
Numo means new moments.
When I started Numo Financial in 2011, I wanted to build the kind of firm I would want to work with myself: personal, honest, and organized enough that nothing falls through the cracks.
Money can feel like stress or a goal you never quite reach, but I see it as the way to the moments that matter: a first home, a growing family, a business that thrives, a retirement you have been looking forward to.
I played four years of varsity football at SFU, and I still think of my role as part advisor, part coach. We build a plan around your goals, keep you accountable to it, and give you an honest recommendation every time, even when that means doing less.
Today our team of six advisors and three client service staff works with families and business owners across BC. If you are wondering whether you are on the right track, I would be glad to talk.
Principal, Numo Financial Inc.
Wealth Advisor, IPC Wealth
Personal advice. Systems that never forget.
Your advisor focuses on you. Behind the scenes, our automation tracks every deadline, renewal and review so you hear from us before it matters, not after.
Book in seconds
Pick an advisor and a time online. Confirmation and reminders arrive on their own.
Get a clear plan
We map your investments, coverage and estate in one place and show you the gaps in plain language.
Never miss a date
Premium due dates, policy anniversaries and contribution deadlines are tracked and flagged ahead of time.
Review often
Your annual review is scheduled for you, with a written summary afterward so you always know where you stand.
Meet the team
Six advisors and a client service team that handles the paperwork, so your meetings are about decisions.
Wealth Advisor, IPC Wealth
Start with a 20 minute call.
No cost, no pressure. Twenty minutes is enough to tell you what matters most right now, and whether we are the right fit.
Pick a time that works for you, by phone or Zoom. Not sure who to see? Send us a note and we will point you to the right person.