Meet Michael Li!

a Financial Consultant working out of our Harbourfront, Southgate and Gabriola branches.

June 15, 2018

Michael is a man with a mission: to make financial planning as easy and stress free as possible for his clients.

For many people, talking about their finances can feel overwhelming. Changing that perception of financial planning was the reason Michael got into the industry. “I have a passion for investment, and I love sharing my knowledge in easy to understand terms. I treat my clients the same way I would treat my family or friends if they came to me,” he says. “Nothing feels better than knowing clients leave my office feeling like they can sleep at night because their finances are well taken of—that brings me joy.” Continue Reading!

Education Series: Responsible Investing

In Nanaimo at Oliver Woods Community Centre!

June 12, 2018

Presented by:

Arwen Martyn

Financial Consultant – Coastal Community Credit Union

Investment Advisor – Credential Securities Inc.

Please call or email Arwen by June 15th, 2018 to reserve your spot! or 250.668.9207

Guest Speaker

Rod Castellanos, V.P, Sales, NEI Investments

When & Where

6000 Oliver Road Nanaimo – Monarch Room

Join us, Wednesday June 20th from 7:30 – 8:30

Learn about one of the largest growing sectors in Canada, how your investments can align with your core beliefs, and an overview of the Canadian market.