Family is everything.
They're the reason we work so hard. They're why we worry and the reason we make sure we have a financial plan in place.
We want to make sure that they're taken care of when we can't be there.
In fact, Amrosa Financial is named after my two daughters - Amy and Rosalie. They are my whole world.
In 2012 I lost my husband of 32 years, very suddenly. He was my best friend and biggest fan and we dreamed of creating a legacy for our children. We wanted to make sure that they don't have to work as hard as we did.
It was then that I realized that I'm not alone and that there are plenty of families that could use smart, sound financial advice that keeps your loved ones at the heart of your financial strategy.
I've been through some of life's toughest stuff and I know, from experience, what needs to be in place, what questions to ask, and how to get things in order so you can relax and focus on the journey.
JUDY MITCHELL, A.C.S., A.I.A.A., C.S.A.
Judy Mitchell is the founder and principal of Amrosa Financial and has been working in the financial services industry on Vancouver Island for over 26 years.
Judy has close working relationships with insurance providers, tax and estate planning specialists, accountants, and large case coordinators. She not only understands the options available to her client but seeks second and third opinions in any area that she isn't an expert in.
She loves providing thoughtful, creative, and solid solutions to her clients.
BRITTANY LARSEN, CFP, FMA
Brittany is a Certified Financial Planner (CFP) which means that she upholds a code of ethics that only a small portion of financial advisors across Canada are required to uphold.
She's been in financial services for over 15 years and works closely with professionals and organizations across the industry to make sure that she's up to date on estate and tax laws, new investment products, and any changes within the insurance industry.
But, that's not the whole story. She works in Financial Services because she loves helping people.