CDV Affiliate Financial Specialist
Financial Advisor, Financial Planner
BUSINESS NAME: Sophia Financial Group
ADDRESS: 3762 West 10th Avenue, Vancouver, BC V6R 2G4
As a certified financial planner and financial advisor, it is my role to advise families on what they currently own, the tax implications of certain kinds of divisions and to explain the long-time repercussions of decisions using projections and planning software. Most importantly, we believe at Sophia that a person's values and objectives should drive the process. We help support authentic conversations about finances to support a family's long-term security.