Emily Hofmann
CIM®, CFP®
Certified Financial Planner
Insurance Advisor
Emily has a deep sense of responsibility and a strong commitment to helping clients create and safeguard their wealth while working towards achieving their financial goals.
Emily has over 15 years’ experience in Insurance and Investment Management. She works with families and professionals to help establish and accomplish their personal financial objectives. Emily believes investment management is only one piece of the solution and is best implemented with a financial planning overlay.
Emily’s qualifications include the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations, a diploma in Finance & Associate of Arts in Economics from Camosun College in Victoria, BC.
