Get to know us better!
Have you ever been bothered by bank advisors ‘requiring’ you to come into the branch for simple things, like opening an investment account? We’re sick of that too!
Skyward Financial is a 100% online financial advisory practice, and we can help you with everything from banking to investing and insurance while you’re staying comfortable at home.
We also know there is a lot of financial misinformation and scams out there, and we provide a solution to all that through our education-based approach. Whether we’re meeting for the first time or working together as advisor-client continually, we ALWAYS educate you and explain the rationale behind our recommendations. You can feel secure with a reliable advisor who always shows you the whole picture.
Tara is a licensed investment advisor helping clients in B.C., Quebec, and beyond! She is also Skyward’s Education Lead, and will guide you through our 3 core education sessions. Tara is a graduate from the Vancouver School of Economics at the University of British Columbia, and loves assisting Permanent Residents and international students feel financially secure while in Canada.
Curtis is a licensed investment advisor and insurance agent who enjoys getting to know everyone and anyone! He is Skyward’s Corporate Lead, and work with business-owners and larger net-worth clients to optimize their financial potential. Curtis is a graduate in Psychology from the University of British Columbia, and is currently in Dublin, Ireland obtaining a Master’s degree in Clinical Psychology. He offers an insight into the emotional side of financial planning, and ensures that you feel taken care of every step of the way.
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