Your roadmap to a life well-planned.

“Knowing that 2006 would be an ‘extreme’ tax year we turned to Christine for advice. Christine came up with strategies that helped reduce the burden. We were always extremely leery and cynical about most financial advice, however we have always found Christine and the team extremely patient in explaining the ins and outs of our financial situation. While not pushy, she was confident and that permeated outward to help alleviate our fears. We believe that Christine and her team are ‘cutting edge’ in this industry and are happy we have had their advice and counsel over the years.”

B & C Seaby – Kelowna

“While working with our previous advisor who was new to the investment world, we felt we were headed into a downward spiral. He was not proactive, and we felt he was very passive. In looking for a new advisor, we were hoping to find someone that would dissect and adjust our investments as needed and look at the big picture of our overall financial health. Since working with Christine and her team, we have been encouraged by their passion and knowledge, and we appreciate their constant feedback. We now have a holistic approach and feel cared for with our tax planning and estate issues. We are confident with Insightful Wealth Group and appreciate their proactive approach.”

G & S Harriman – Surrey

“Trustworthy, Insightful and Energetic; three words that well describe Christine Laliberte. I met Christine at a financial seminar she hosted in February 2000. Although, at first, like many of us I was apprehensive to entrust someone else with my financial future I was quickly put at ease due to her non-pressuring approach. Soon afterwards I started working with Christine and Insightful Wealth Group and immediately had no regrets. Within a year they were managing nearly all my assets. Today I can say without reservation that I would never have been this well off without her. As promised, she has stayed connected on a regular basis and has truly become a caring and active partner in my financial well-being. Her strategies for managing my portfolio, identifying tax strategies, and ensuring all estate matters are looked after has made it very easy for me to confidently recommend her to my colleagues, friends, and family. Christine is not just a bright, cutting-edge Financial Advisor; she is a relationship builder”.

S Ribeiro - Vancouver