RRSP, TFSA, RDSP, RRIF Eligible and Accredited Only Investments For Your RetirementIsland Life Financial takes a refreshing approach to finances and investing that stems from the laid-back lifestyle of residents on Vancouver Island. There is never any pressure, just education and guidance about passive investment strategies that match your life goals and comfort level. Whether you are already enjoying retirement or you’re building for your future, Johanna takes an active interest in your goals to help you achieve YOUR dreams in a way that works for you through our RRSP, TFSA, RDSP, and RRIF eligible, and accredited-only real estate secured investments.
Private Equity Specialist
Johanna is passionate about money and investing. She has helped clients all over Vancouver Island develop their investment portfolios and has won numerous awards for her service and commitment to financial education.
Johanna’s dream is to empower clients to achieve financial freedom so they can enjoy everything that the island lifestyle has to offer. She explains it like this:
“I want to help people have power, confidence and peace of mind around their investments so that they go to bed at night feeling safe, knowing they are thriving. My job is to help people build their finances to create the life they want. We live in an abundant place, but a lot of people are at a loss as to how to tap into that. I’m committed to helping people live their dream.”
Johanna has a wealth of experience in real estate investing and private markets. Her jargon-free approach means you will get expert advice in plain English, allowing you to make informed decisions about where to place your money.
Private Equity Specialist
David has been involved in private equity and investing for nearly a decade. He first got involved after reading Rich Dad, Poor Dad which was given to him by his uncle. Since then he has obtained his bachelors of commerce and is currently working towards his Certified Financial Analyst (CFA) designation.
David grew up in a small farming community on Vancouver Island where his family owns and operates a sheep farm. He has lived abroad in Australia and enjoys experiencing other cultures and languages. In his free time, David enjoys playing Australian rules football, rock climbing, and swing dancing. He also volunteers his time to judge case competitions at Royal Roads University.
Triview CapitalIsland Life Financial specializes in private investments that are not correlated with the stock market. With the support of Triview Capital, a leading Exempt Market Dealer in Canada, we are able to introduce clients to very attractive real estate investments. Now you can experience the rewards of real estate investing without the headaches of managing properties.
Our CommitmentAt Island Life Financial we take pride in making ourselves available to take your call or visit for a coffee to answer your questions. There is never pressure to invest or make a decision. Bring a note book not your check book and learn before you earn!
See messages from our many happy clients about our services
and our financial events below:
“I attended a seminar hosted by Johanna last Spring. I liked her presentation, style and manor. Johanna is down to earth, knowledgeable about the investment industry, and easy to talk to. I decided that evening to meet with her and discuss my investments. When we met, Johanna explained my options and made her suggestions based on my portfolio, I made the decisions as to what investments I was going to make. I love going to the financial seminars that Island Life Financial holds. This is a great opportunity to learn about the investment industry in a relaxing atmosphere and meet people”. (October 2014) - Cathy C.
"I attended [an Island Life Financial] seminar. I found it well-informed. Owners of the funds were there telling us about their projects. They also answered questions afterwards, no matter how complicated the questions were. I certainly recommend anybody else to attend. And I will be attending the next one. P.S. lunch was delicious! I was expecting cheese and crackers and sandwiches, and it was a whole spread!" (February 2016) - Wynne J.
"Before I met Johanna, I didn't fully understand what an Accredited Investment Specialist was. She provides access to fully vetted and scrutinized investments that make a real difference to my family's financial future." (September 2016) - Mathieu P.
"I find Island Life Financial to be way above average in terms of clear, helpful advice about important (and sometimes complex) financial matters. This, combined with Johanna's no-pressure approach, allows me the information and time I need to make the right decisions. They really believe in education and ensuring their clients are well-informed." (August 2015) - Graham S.
"This was my second time attending an event that Johanna has put on in Victoria. This event was well organized, professional and fun. At the end of the day I left with a lot of valuable information regarding investing options. The speakers were knowledgeable and the day was worth my time." (October 2016) - Roberta A.
"This was time well spent! Speakers presented novel information for understanding markets, and made good cases to consider non-conventional investments." (September 2014) - Ed R.
"Well, to be truthful, it was my husband who signed up, I did not expect to find the day that interesting so I had a plan B in place. I would leave right after lunch and go shopping!! Plan B never crossed my mind, once I was there. I was there for the whole day as each presenter just got better." (September 2016) - Adele H.
"What I appreciate most about Johanna is her integrity. It’s was clear with our first meeting that she was most interested in finding out what mattered and was important to me. Her knowledge and expertise is inspiring and a perfect match for my performing financial portfolio." (October 2014) - Angela N.
"Thanks Johanna for your commitment to educating your clients." (October 2014) - Susan B.
"Well worth it and a good chance to talk and exchange ideas and experiences." (November 2016) - Robert H.
"I'm a 21 year old female who didn't know too much about real estate, stocks, bonds, mutual funds; coming to this event has taught me so much and has motivated me to take control of my financial life in order to escape from the "rat race". Thanks to the team of Island Life Financial and to Johanna for putting on such an terrific event for us all!" (January 2017) - Dwayne A.
"It was well work my time and investment of money. Johanna and her team created a valuable seminar event. I would recommend my friends and family attend in the future as I am sure they will get lots of valuable information. Thank you Johanna for a great event." (March 2017) - Yvonne P.
"Great presentation. Very happy and excited about my investments since coming to Island Life Financial." (March 2017) - Catherine C.