Cheri is a real estate agent with Royal LePage Coast Capital Realty, a real estate investor, and rental apartment developer. She relies almost exclusively on referrals (and the odd seminar) to expand her practice.
Cheri has been involved in the financial services industry since 1979. She started out doing administrative work for a life insurance agent, and began doing personal and estate tax returns two years later. In 1987, she expanded her offering to include the sale of mutual funds. During the 1980’s, she was also involved in farm estate planning in Saskatchewan.
In 1990, Cheri moved to Victoria where she began building and expanding her business and skills. Her income tax preparation business was particularly successful, and at its peak, she was doing approximately 800 personal tax returns a year. She has now eliminated the investment and financial planning aspects of her business, preferring to concentrate on real estate, both as an investor and as a real estate agent.
Cheri is a former Certified Financial Planner (CFP), and a current Certified Professional Consultant on Aging (CPCA) (previously known as Certified Senior Advisor (CSA)). She has been on the faculty of the Canadian Academy of Senior Advisors, training other professionals on the health, social and financial aspects of ageing. She loves working with people in her capacity as a REALTOR®, and regularly conducts seminars on real estate investing, and downsizing.
If you’re looking to buy, sell or invest in the Greater Victoria Area, give Cheri a call today!
