FREE WORKSHOP

Keys to Your First Home: What You Need to Know about Money & Taxes

July 29th | 7:00pm PST | 770 Brunswick St, Prince George, BC

Register For Free

Register For Free

Explore Our Services

Explore Our Services

Everyone deserves the knowledge and confidence to build a stronger financial future.

We partner with individuals, families, and business owners to build personalized strategies for saving more, reducing debt, protecting what matters, and growing lasting wealth, empowering confident financial decisions at every step.

about marjorie

about marjorie

Guidance that feels personal, practical, and clear

Guidance that feels personal, practical, and clear

Languages

Languages

English & Spanish

English & Spanish

Originally from Coquitlam, Marjorie moved to Prince George in the spring of 2024 in search of a stronger sense of community and a slower, more balanced pace of life. She quickly embraced the welcoming spirit of Northern BC and is passionate about serving the individuals and families who call it home.

Licensed in BC since 2021, Marjorie is committed to helping people make informed financial decisions with confidence, offering meaningful financial education with no obligation or pressure. She believes everyone deserves the chance to dream again, whether that means becoming debt-free, protecting the people they love, building wealth, or working toward financial independence.

Originally from Coquitlam, Marjorie moved to Prince George in the spring of 2024 in search of a stronger sense of community and a slower, more balanced pace of life. She quickly embraced the welcoming spirit of Northern BC and is passionate about serving the individuals and families who call it home.

Licensed in BC since 2021, Marjorie is committed to helping people make informed financial decisions with confidence, offering meaningful financial education with no obligation or pressure. She believes everyone deserves the chance to dream again, whether that means becoming debt-free, protecting the people they love, building wealth, or working toward financial independence.

Services

Financial guidance for the moments that matter

No matter your life story, our tailored approach to planning for retirement will meet you where you are and address your specific goals.

Insurance Protection

Life is unpredictable. We help protect what you've built—for you and your loved ones. • Term | Universal | Whole Life • Critical Illness • Disability Coverage • Long Term Care • Travel Insurance

Insurance Protection

Life is unpredictable. We help protect what you've built—for you and your loved ones. • Term | Universal | Whole Life • Critical Illness • Disability Coverage • Long Term Care • Travel Insurance

Investments

Growth potential, principal guarantees, and creditor protection. • Retirement Savings Plans • Tax-Free Savings Plans • First Home Savings Plans • Education Savings Plans • Disability Savings Plans • Non-Registered Plans

Investments

Growth potential, principal guarantees, and creditor protection. • Retirement Savings Plans • Tax-Free Savings Plans • First Home Savings Plans • Education Savings Plans • Disability Savings Plans • Non-Registered Plans

Legacies

Without a personal legacy plan, taxes can erode your estate's value, and your assets may not go where you intended. We work alongside your attorney and tax professional to build strategies that protect your legacy.

Legacies

Without a personal legacy plan, taxes can erode your estate's value, and your assets may not go where you intended. We work alongside your attorney and tax professional to build strategies that protect your legacy.

Business Solutions

Financial and insurance solutions for business owners, their employees, and the business itself. • Group Benefits • Corporate Owned Insurance Policies • Key Person Insurance

Business Solutions

Financial and insurance solutions for business owners, their employees, and the business itself. • Group Benefits • Corporate Owned Insurance Policies • Key Person Insurance

Referrals

Debt Counselling & Relief Mortgage & Lending Commercial Liability Insurance

Referrals

Debt Counselling & Relief Mortgage & Lending Commercial Liability Insurance

"4 Financial Illiteracy Statistics 2023: A Look at the Financial Health," Gitnux, Mar 2023

"4 Financial Illiteracy Statistics 2023: A Look at the Financial Health," Gitnux, Mar 2023

"4 Financial Illiteracy Statistics 2023: A Look at the Financial Health," Gitnux, Mar 2023

Financial illiteracy is the #1 economic crisis in the world affecting over 4.5 billion lives.

Financial illiteracy is the #1 economic crisis in the world affecting over 4.5 billion lives.

Financial illiteracy is the #1 economic crisis in the world affecting over 4.5 billion lives.

FINANCIAL EDUCATION

FINANCIAL EDUCATION

Realities

Discover why financial education matters and how it impacts every area of your life.

Realities

Discover why financial education matters and how it impacts every area of your life.

Concepts

Understand the basic principles that can make or break your financial future.

Concepts

Understand the basic principles that can make or break your financial future.

Strategies

Learn the practical, proven action steps to take in the short-term and long-term.

Strategies

Learn the practical, proven action steps to take in the short-term and long-term.

Book a Consultation

Ready to take the next step?

Book a free 1:1 consultation and choose the time that works best for you.

Career Opportunity

Explore a meaningful career in the financial industry

A career that grows with you. Get hands-on mentorship, build real relationships with the families you serve, and create a flexible path forward — all while making a genuine impact in your community.

Training and mentorship placeholder

Training and mentorship

Purpose-driven work helping families

Flexible growth and leadership path

Join The Team