Connect With Our Financial Experts
Get personalized guidance from our specialized departments. Whether you're planning for retirement, managing debt, or building wealth, our team is here to help you succeed.
Department Contacts
Personal Finance Planning
Sarah Mitchell leads our budgeting and financial planning team. With over 12 years helping Canadians organize their finances, she specializes in debt management strategies and emergency fund planning.
+1 (250) 339-1848 ext. 101 planning@venejo-pivabi.sbsInvestment & Retirement
David Chen focuses on long-term wealth building and retirement strategies. He helps clients understand RRSPs, TFSAs, and investment basics that actually make sense for everyday people.
+1 (250) 339-1848 ext. 102 investment@venejo-pivabi.sbsCredit & Debt Solutions
Maria Rodriguez works with clients facing credit challenges. She's helped hundreds of people rebuild their credit scores and create realistic debt payoff plans that stick.
+1 (250) 339-1848 ext. 103 credit@venejo-pivabi.sbsOffice Hours
Monday - Friday: 9:00 AM - 6:00 PM EST
Saturday: 10:00 AM - 2:00 PM EST
Send Us A Message
Tell us about your financial goals or questions. We'll connect you with the right specialist who can provide the most relevant guidance for your situation.