Senior Financial Advisor

Midori HillisBA, CFP®

As a Senior Financial Advisor, I strive to make a positive difference in the lives of others by helping them plan for financial success.

 

I’ve always had a genuine passion for financial planning. The year I graduated from university I was debt-free and went on to purchase my first home in Victoria. I want others to experience the same level of enjoyment from planning for their success and achieving their dreams. You may hope for peace of mind at retirement, the ability to fund your child’s education or to assist your extended family financially. With a smart plan, updated on a regular basis, we can accomplish this together. I am focused on listening to what matters most to you so I can guide you in the right direction, discuss any risks involved in your plan, and recommend the best options for managing them. I believe our unique Personal Wealth Management Strategy™ will give your family peace of mind.

 

Personal Information

 

I thoroughly enjoy calling Vancouver Island my home and currently reside on a tranquil property in Willis Point with my husband Jason, and my daughter Anika. In my spare time I enjoy participating in Anika’s activities, spending time outdoors, boating, travelling, and tending to the family ducks. I also believe it’s important to support the continued success of my community. I volunteer in my neighbourhood by putting together our local newsletter as well as organizing our annual Christmas potluck for the local families. You will always find me out there on “road clean up” days, rain or shine. I am recently back in the habit of donating blood and each December I arrange a food drive for the Mustard Seed to raise money and food donations for those who could use the support.