About Us

adobestock_192935018

Our Story

adobestock_192935018

Our Values

adobestock_192935018

Our Team

OUR STORY

What’s the significance of the Plum Tree?

The plum tree is a symbol of strength and resilience. Despite the harshness of winter, plum trees blossom during cold months of the year. They emerge courageously year after year as beacons of hope pointing to a long-awaited spring.

In eastern cultures, the plum tree is a vivid symbol representing life, hope, vitality, perseverance and endurance. It is synonymous with promise and regeneration. The cycle of a plum tree is much like the transitions in our personal and business life. Our financial well-being endures both harsh seasons and enjoys sunny seasons.

The difference between those that navigate the journey with confidence, security and dignity and those that don’t, is simply acquired financial knowledge and a strategic plan to weather the storm. They have spent time anticipating the future to plan for life’s transitions and unexpected financial interruptions.

Here at PlumTree Wealth strategies, we want to help you, our client, build a strategy that will not only help you to weather life’s financial storms, but which will lead to the growth of fruit on your financial tree so that you and your loved ones can blossom and live life to the fullest.

OUR VALUES

Plumtree Wealth Strategies is built on a foundation of integrity, compassion and openness. We value care for self/others, respect for individuals and lifelong learning. We aim to cultivate and nurture lifelong partnerships with you, our client, in order to safeguard your future financial security, to protect your lifestyle and to enable you to take care of the ones you love the most through ensuring effective intergenerational wealth transfer.

There is a saying in the insurance industry one of our colleagues uses,  and that we take to heart…  Love People. Use Money. Don’t Confuse the Two.

Our Values

N

Financial fluency for individuals, families and businesses.

N

Excellence in service quality.

N

Consider client needs first and foremost.

N

Making the complex & complicated easy to understand.

N

Focus on life-long learning – continuous innovation and improvement.

N

Achieving balance in life, family, work and spirituality.

N

Giving back to build community and connections.

N

Laugh and find joy in life, inspiring and encouraging others to do the same.

N

Keep your own financial house in order.

Our Commitments

N

You Matter – mindful presence such that you feel seen, acknowledged and understood

N

Transparency – honest and authentic communication

N

Integrity – doing the right thing & doing what we say we will do

N

Dignity of Choice – providing options to achieve your desired financial outcome

OUR TEAM

Our collaborative, team-based approach allows clients to be served most effectively by expert specialists in different area of finance.

NANCY LEE, RD

Principal Advisor

Nancy is the face of Plumtree Wealth Strategies and the quarterback of all things financial. With a background as a registered dietitian, a yoga instructor and a volunteer marathon training coach, she believes in empowering you through financial education and in balancing all areas life. She enjoys getting to the heart of what individuals, families and businesses care about and value.

Prior to entering the financial world, she spent 15+ years in pharmaceutical sales and entrepreneurial ventures with roles in management, sales, marketing, training and business development. She is an active community volunteer at her local church, a world traveller and a student of meditation and black belt karate. 2019 CFP Candidate. Investment Fund Advisor with Investia Financial Services Inc. and Insurance Advisor through Customplan Financial Services.

See more of Nancy on a  blog and video interview for a local community college and a TV interview on Shaw TV network.

SCOTT GRANT

Investment Specialist

Over the last 25 years Scott’s value based approach has served his clients exceptionally well in his financial advisory practice with investments and risk management. With humble beginnings as a chef and restauranteur, he now works with families, professionals, businesses and charities to develop plans to meet specific client requirements in areas such as Retirement Income Planning and Estate Planning. Since 2001, he has been a qualifying member of the Million Dollar Round Table (MDRT), an internationally recognized standard of excellence in the life insurance and financial services business. Investment Fund Advisory services provided through Investia Financial Services.

IAN WHITING

Retirement & Estate Planning Specialist

Long known as an innovative, creative and forward thinker in the financial services world, Ian enjoys the challenge of learning new material and planning for the future evolution of our profession. In addition to running a successful financial advisory practice, Ian is an acknowledged leader and sought-after presenter. With 47 years in the industry he has achieved numerous accolades working as a branch compliance manager, designing insurance products and holding roles as Senior Editor and Contributing Writer to Money Magazine. He also teaches a wide range of financial industry qualification and designation courses through Ashton College in Vancouver such as the HLLQP, IFIC and the CLU, CHS and CFP programs.

KARL KROKOSINSKI

Business Specialist

Karl is the founder and CEO of Customplan Financial Advisors Inc. He oversees the management of 11 offices across Canada and affiliate offices around the world. He is a mentor to Canada’s top financial advisors and is a consulting resource for executive compensation plans, strategic planning, corporate succession planning, and human capital management issues in the financial industry. Karl is a 36 year life and qualifying member of the Million Dollar Round Table and currently a 21 year member of the Top of the Table. He currently serves as a voting member of the Insurance Counsel of British Columbia and president and Paul Harris Fellow of the Rotary Club of West Vancouver Sunrise.

MICHELINE VARAS

Living Benefits Specialist

Micheline (BA, RHU, RFC, EPC, GBDS) is Partner and VP of Living Benefits at Customplan Financial Advisors Inc. has over 25 years of experience working with families, companies and institutions to develop long-term cost and tax-effective risk mitigation strategies. A Registered Health Underwriter, Micheline specializes in corporate planning for owners and executives as well as estate maximisation for high net worth individuals. She has grown her practice and that of others by pursuing collaborative work opportunities. In 2014 Micheline was named one of 50 Women of Influence in Canada’s insurance industry.

Disclaimer | Privacy Policy

Copyright © 2018.  Mutual fund products offered through Investia Financial Services Inc. Insurance products offered through Customplan Financial Advisors Inc. & Peak Insurance Services. Financial Planning offered through third party CFP licenced professionals.  All Rights Reserved.