mike@yourplanfinancial.ca
250-558-8777

Michael Fox, CFP, RRC

My journey into financial planning came from a desire to do the best I could for my family (married with 4 children). I found many products that were recommended to me, while good products, did not fit where I was financially or the direction I wanted to go. In 2004, I started in the business with the goal of providing sound financial advice. Since then I have attained My CFP, and RRC Designations (Certified Financial Planner, Registered Retirement Consultant). With the experience I accumulated, YourPlan Financial was opened in 2020 to provide: personal and corporate financial planning, including insurance, wealth, tax, estate-transfer strategies, and lower cost investment options.

rick@yourplanfinancial.ca
250-503-8735

Rick Schaab

In my 30-plus years of experience in financial services, I have enjoyed trust and rapport with my clients, and am grateful to continue these relationships and grow new ones.  My experience in the banking sector and with a large mutual fund firm, taught me to look for creative ways to best help my clients while still meeting corporate expectations. I joined YourPlan Financial, for the freedom and flexibility to build financial plans and investment strategies based solely around the client’s needs.  I believe all people can benefit from working with an advisor, from purchasing their first home, to taxes, retirement, insurance, and passing on an estate.