Welcome to Pettis Financial

Lyla Pettis is a Vancouver Island based Chartered Financial Consultant who understands investment: investment in people, in relationships, and in the long term financial interests of her clients. Having a personal and comprehensive financial plan helps prepare you for the challenges in life that you can see up ahead, and protect you from those you don’t. Whether your focus is planting the seeds of your financial future, retirement planning, or estate management, Pettis Financial can put together a personal financial plan that will help you meet your goals.

Independent is better!

With over 25 years of experience in the financial services industry and 12 years of Rotarian service, Lyla Pettis has had the opportunity to work with people from all walks of life. As a respected member of the professional community, she is able to access a wide variety of financial resources on behalf of her clients, offering them the most competitive products, creative financial planning strategies, and tax efficient retirement options. As an independent financial consultant, Lyla is not limited to the offerings of any particular bank or institution, and is free to offer advice that focuses entirely on the long term financial well-being of her clients.

Your Personal Financial Review

In today’s uncertain economic times, professional financial advice can help protect what you’ve worked so hard to build. This is especially true for those entering retirement, whose financial focus changes from accumulating wealth to sustaining income. With Pettis Financial you have the assurance of accurate information, clear explanations, and a timely response to all of your investment questions. As the economic landscape changes, Pettis Financial can help keep your plan up to date by offering periodic reviews and informing you of impactful changes.

Call today for a free consultation and portfolio review.