With retirement looming I felt the need to have a financial advisor that would take me in a new direction. Accordingly in Feb. 2006 I was advised to consult with Sharon Noble. Sharon and I spent many sessions reviewing, altering and making additions to my investment portfolio and insurance policies. Sharon is thorough and very knowledgeable. She is in contact with me on a regular basis making sure everything is in order. She is always concerned how CRA tax laws will affect me. I would also like to compliment her office staff - they are professional and highly efficient. I am now in my 7th year of retirement and thanks to Sharon Noble Wealth Management I am worry free financially.
Our ideal client is family oriented, community minded, and focused on making solid decisions with their finances. We do our best work when clients want advice and guidance. Our clients implement change when recommendations are made to better suit their needs. We focus on understanding our clients and their circumstances first, then on solutions. If this describes you, we invite you to contact us for a no-obligation exploratory meeting.
Suite #201, 3131 - 29th Street Vernon BC V1T 5A8 250.545.6787
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Mutual Funds Provided Through Investia Financial Services Inc.