The world of financial services can be complex and difficult to navigate a clear path to your future. Deneen takes a practical and realistic approach to developing a personalized financial plan tailored to meet your goals.

Through our Wealth Optimization process, we address the four essential elements of a complete financial plan: taxation, return, inflation and longevity. An understanding of how these areas affect you allows us to help you make previously difficult decisions regarding your finances with new confidence.

Once your plan is in place, we review and monitor it with you to ensure your goals are on track.

Our team at McVagh Cunningham Group is here to help guide you towards a path to financial independence today, tomorrow and throughout your lifetime.

Deneen is past president of the Vancouver Island chapter and current member of Advocis, the Financial Advisors Association of Canada; a member of the Financial Planners Standards Council and is currently the President of the Victoria Estate Planning Council. She holds her Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (CHFC) and the Register Health Underwriter (RHU) designations. Deneen and her husband Len are parents to Sydney and Dalyce and grandparents to Brooklyn.