Born and raised in the Comox Valley, I have always valued community, connection, and a strong sense of place. Trust, honesty, and long-term relationships are at the heart of how I support my clients.

I have been investing for 17 years. Learning about the market has driven a curiosity about how small decisions can shape a much bigger future. That early start turned into a lifelong interest in financial strategy. It influences how I help others build confidence in their own financial journey.

Before moving into this field, I spent 16 years in healthcare administration, where attention to detail and genuine care for people were essential. That experience taught me how to listen closely, stay organized, and guide individuals through complex maze of paperwork with clarity and confidence. Today, I bring that same level of care and focus to every client relationship.

I am known my ability to make complicated concepts straightforward and easy to understand. I believe everyone should have access to strong, broken-down financial guidance that feels empowering rather than daunting. My goal is to confusion so you can make informed decisions with confidence.

Outside the office, I enjoy being outdoors, swimming, travelling the world, and spending time with friends and family. I am naturally curious and always learning. This curiosity helps me stay current and bring thoughtful insight to the advice I provide.

If you are looking for someone who will take the time to explain things clearly, understand your goals, and support you with genuine care, I would be pleased to work with you. I am passionate about making financial management accessible and helping people feel in confident in their financial future.

Contact me today at: Naomi.Cox@iAPrivateWealth.ca