Office: 604.507.0665
Cell: 604.786.7335

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

 


Who am I


I have been working in the financial services industry since 1996. I spent the first four years working at Investors Group, before I decided to become an independent planner. That way I can give unbiased advise and not have to offer company branded product. Is spent seven years at Dundee Private Investors before moving to Portfolio Strategies in 2006.

I made a decision in 2002 not to renew my insurance license. I think clients are better served by a specialist than an advisor trying to offer everything and spread "his net" as wide as possible.

When I see insurance opportunities, I will refer you to a colleague who is a specialist in that field.

I guide my clients through many of life's major concerns, which may be: how can I best plan for retirement and minimize taxes; help them face issues like losing a job or receiving a retirement offer: receiving an inheritance and what I can do to set up funds for my children to support their future education; amongst others.

Throughout my career in the financial services industry, I have made a commitment to giving unbiased and objective advise.

I have authored articles in the Canadian Money saver as well as writing a monthly column for www.fundlibrary.com.

I live in Surrey, British Columbia with my wife Silvia and my two children Nigel and Marco-Antonio. I enjoy squash, hiking, music, sports and travel.

Community Involvement

1999 - 2009 Manager of various hockey teams Surrey Minor Hockey Association(SMHA)

2012 - 2015 Vice President of Surrey Orcas Water Polo Club