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Cass Schneider


“It’s a simple formula.  We see our client’s regularly, update and optimize their plans, and most importantly, we keep them on track.”


My father built a winning formula that has helped hundreds of Kamloops families achieve financial independence.  I am proud to carry on that legacy.


My duties include meeting with clients, financial plan preparation and updates, and office administration.


Apart from work, my passions include music, cooking and athletics.  I love spending time outdoors, whether it be hiking, walking my dog or playing softball.

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