Over two decades ago, I began my journey as a financial advisor—not just as a career, but as a commitment to helping families and business owners navigate the complexities of financial planning and retirement. My work is about more than numbers; it’s about creating a shared journey of resilience, growth, and lasting impact.
Having personally experienced financial uncertainty as a single parent, I bring a deep understanding of how thoughtful planning and education can transform lives. Today, I’m proud to guide clients—whether families planning for generations or business owners safeguarding their legacies—through life’s transitions with clarity and confidence.
At Safe Harbour Financial, I’ve had the privilege of:
✅ Leading workshops, webinars, and events to help individuals, families, and business owners make informed financial decisions.
✅ Developing tailored strategies that address each generation’s unique financial needs, from retirement and estate planning to education funding and succession planning.
✅ Building trusted, intergenerational relationships with families and closely-held businesses, supporting them through each life and business stage.
✅ Collaborating with mortgage specialists, estate planners, and insurance experts to deliver comprehensive and personalized financial solutions.
✅ Championing financial literacy by creating accessible, actionable resources.
✅ Helping clients navigate volatile markets, ensuring portfolios remain resilient and aligned with long-term goals.
I’m dedicated to walking alongside families and entrepreneurs, creating personalized plans that grow with them and secure a legacy of confidence, stability, and generational impact.
Let’s connect if you’re ready to plan for today and build a lasting financial future for your family or business.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 1980 Cooper Rd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://safeharbour.com/
- Keywords
- Insurance Protection, Estate Planning, Wealth.
- HQ
- Kelowna, British Columbia
Safe Harbour Financial Solutions Inc. Questions
Safe Harbour Financial Solutions Inc.'s website is https://safeharbour.com/
Safe Harbour Financial Solutions Inc.'s LinkedIn profile is https://www.linkedin.com/company/safe-harbour-financial-solutions-inc
Safe Harbour Financial Solutions Inc. has
3 employees.
View email and phone details for 3
employees at Safe Harbour Financial Solutions Inc..
Safe Harbour Financial Solutions Inc.'s industry is
Financial Services
Safe Harbour Financial Solutions Inc.'s top competitors are
Bluetelecomm,
Solido Global,
Later Life Finance Ltd,
Optimo,
Stockton Financial Services,
Nutec Insulations,
Miles Rhodes Mortgages,
Lavender Life Planning,
Dark Matter Digital,
Oracle Protection Insurance Brokers Ltd.
Safe Harbour Financial Solutions Inc.'s categories are Financial Services
Safe Harbour Financial Solutions Inc.'s founding year is 2012
