Michael Chmilar

With so much information about finances and protection strategies, it can be overwhelming to figure out what’s right for you. It’s important to get personalized advice for your specific situation and goals. That’s why I’m here to assess your situation, create a plan and explain your options in a straightforward manner. I help individuals and families protect their wealth, work towards achieving their financial goals and maximizing their estate value. For business owners, I help protect their personal and corporate assets while using corporate dollars to fund their retirement in a tax efficient way.

When working together, I’ll meet with you to explain how I can help you. I’ll set expectations of the planning process, how often we’ll meet and give you different financial goals to consider. I will guide you through my recommendations. However, it will ultimately be up to you to be the decision maker when it comes to actionable items.

Building a strong professional relationship is key. I want to make sure I’m the right advisor for you. I want you to feel passionate about working together towards your goals.

My office is in Kamloops, British Columbia. I’m happy to offer in-person appointments for Clients located nearby or virtual appointments for Clients throughout British Columbia. Contact my office to book your appointment.