Office: 604.507.0665
Cell: 604.786.7335

sloeppky-1@shaw.ca
14696 - 58 Ave
Surrey, BC
V3S 1S2

 


Areas of Expertise


Retirement Planning - I guide clients from whatever stage they may be at through and into their retirement years.

Investments - RRSP, RESP, TFSA plus non-registered investments.

Tax Planning - Examine your situation and plans strategies to reduce and/or defer taxes .

Build a Legacy - Another aspect of my business is helping clients leave a legacy by donating money to a charitable foundation which I help to set up. In giving, my clients also receive tax credits and may avoid capital gains on gifts of appreciated securities.