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.
OUR ADVISORY TEAM
Financial Advisor with Investia Financial Services Inc.
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. Nancy holds her Investment Fund license with Investia Financial Services Inc. and Insurance license through Customplan Financial Advisors.
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.
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.
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
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.