Agile WM – Financial Planning



Keep in touch

08am - 05pm

Monday to Friday

About Us

Our Team


Victor Lough CFA, CFP



Joan Jack

Executive Assistant

Our approach

We believe that getting the best financial advice shouldn’t be difficult. We take planning your financial future seriously. That is why, even in this age of text and email, we still make house calls. We don’t want to be just experts in our field, we want to be the top experts. For our clients this means you get a financial expert and certified financial planner sitting at your kitchen table. We offer you unbiased, solid financial advice. Contact us today for a no-fee consultation and let’s get working on your financial future.

What our customers say

The personal approach taken by Victor is very refreshing. He was able to look at my goals and establish a plan to help get me there.
Brent L.
I had Victor analyze my financial plan. He found ways to optimize it even further!
Will P.
I have been with Victor for many years. As I enter retirement I can safely say that what we put on paper are becoming a reality.
Steve T.