Kristi Philpott, CFP®, CLU®*

Address:
1207 Douglas Street, Suite 507 Victoria, British Columbia V8W 2E7
Languages:
English
Phone:
778-406-0841
Fax:
778-406-0842
Email:

We help you live the life you dream about.

Basic Premise: Protect your family. Build your savings. Reduce your debts. Give back. Enjoy your life.

Whether you are juggling the demands of family, swamped by your successful business, or trying to find a way to retire without worry, Kristi Buchanan Financial Solutions can help.

We focus on customizing solutions to create life balance and make your dreams a reality.

The best way to predict your future is to create it.

Notices
With over 20 years experience in the financial services industry, solid MDRT standing, two of the premier industry designations and multiple awards, Kristi Buchanan is well equipped to help you achieve financial success, your way.

Preparing for an appointment
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:

  • Salary or income, investments and insurance amounts
  • Pension and registered savings information
  • Assets and debts
  • Financial information for any business you own

Critical Illness
We can help you be financially prepared for a serious illness. Critical illness insurance helps ease the financial worries so you can concentrate on recovery. Find out more

*Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.