Financial Planning & Assistance

Roman has been offering financial planning & investment services in the Elk Valley since 2001 when the Edward Jones office in Fernie opened.

We are a bank, offering fianancial planning and a mortgage specialist. We provide our communities with quality services from a secure financial base in a professional and caring manner.

Fiancial Industry "BANKING"
- Mortgage Specialists
-Financial Specialists

We ensure that our customers are always extremely satisfied in a professional and caring manner!

The Elk Valley's only local mortgage broker. Shop the Entire mortgage market with one application. Re-finance, purchase, non-resident, commercial mortgages. Best Rates, Best Terms- Best of all my unbiased opinion & service is free. Lowest rates guaranteed.

As a mortgage Consultant I work for you, not the lending institutes. Whether purchasing, re-financing or non-resident, my job is to provide you with a mortgage that will suit your needs. I will shop the mortgage market and offer you the best possible rates, service and mortgage options. Have a question, unsure about the financing you require...simply give me a call at no cost or obligation to you. I look forward to being the last stop in your search for a mortgage professional now and in the future.

Assist people in realizing entrepreneurial opportunities that will result in sustainable jobs in the region by providing finance, training and other support. We promote and broker activities that enhance community economic development in our region by building partnerships and linkages.