About Pettis Financial

Lyla Pettis

Pettis Financial is owned and operated by Lyla Pettis. Her community involvement in the Comox Valley over the past 16 years has helped her and her family to appreciate and experience a quality of life enjoyed by many on Vancouver Island. Lyla has proudly provided financial planning services to the Comox Valley for over 15 years. Her professional designations include Fellow of Life Management Institute (FLMI), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). As the creator of the Confident Plan ProgramTM, Lyla provides an advanced knowledge of life and health insurance products, and a sensible and well balanced approach to wealth accumulation, investment products, and estate management strategies.

Helping people stay in good shape financially isn’t Lyla’s only expertise. She has also been inspiring Comox Valley residents to pursue a healthy lifestyle as a group fitness instructor for the past 16 years. She also enjoys choral singing and has sung with the valley’s Celebration Singers for many years.

Lyla’s clients come from all walks of life. She enjoys getting to know them and applying her expertise to their unique financial situation. For many, working with Lyla feels like having a sister or daughter in the financial services industry. She candidly discloses any conflict of interest and always has their best interest in mind.