Apryl Case, a Financial Advisor with 100 Mile House’s Lifecycle Financial, enjoys the challenge of creating a financial plan that meets the unique needs of each client.

Apryl Case, a Financial Advisor with 100 Mile House’s Lifecycle Financial, enjoys the challenge of creating a financial plan that meets the unique needs of each client.

Smart solutions for guaranteed income for life

100 Mile House advisor shares wisdom of guaranteed investments for your financial portfolio

If you’re eyeing retirement without an employer’s pension – maybe you’re self-employed or your company benefits don’t include a pension plan – you still have options for a guaranteed monthly income.

Guaranteed products through insurance companies are similar to an annuity in that they provide a guaranteed monthly amount through retirement, regardless of market volatility. But unlike annuities, the investment is available should you need to access it, says Apryl Case, a Financial Advisor with 100 Mile House’s Lifecycle Financial.

A minimum investment is needed, with the amount varying according to company, and that investment can be added to over time.

“If I want to receive $500 per month in retirement, then I need to invest ‘X’ amount to achieve that,” Case explains. “Because that amount is guaranteed, no matter what happens in the markets, it offers clients peace of mind, as one component of a comprehensive financial plan.”

Creating a financial plan unique to your needs

Born and raised in the 100 Mile House area, Apryl Case came to the financial industry after first training and working as a chef in Alberta.

“I fell in love with financial planning and the more I learned, the more I wanted to know,” she says. “I enjoy the challenge – every day is different and every client is different, and creating a financial plan that meets their unique needs is so rewarding.”

Returning to the Cariboo and joining Lifecycle Financial five years ago, Case is today a Financial Advisor with Investia Financial Services, and is licensed in both Mutual Funds and Life and Accident & Sickness Insurance. Last year she completed her Branch Manager’s training and is currently earning her Certified Financial Planning designation.

She also enjoys the mentorship of Judy Simkins, Lifecycle’s owner and Financial Advisor, whose decades of experience complements Case’s own ongoing education.

Outside the office, Case is an active volunteer with the local Ducks Unlimited Canada chapter and spends her free time reading, gardening, travelling with husband Justin, and spending time with their family and two dogs.

About Lifecycle Financial

Supported by a full team of financial professionals, Lifecycle Financial is led by Judy Simkins and Branch Manager Dave Simkins, who together strive to see every client realize their financial dreams. From saving for a new home to planning for your retirement, experience and resources go a long way to meeting your needs.

Stop by Lifecycle Financial at 385 Cedar Ave. in 100 Mile House, call 250-395-2900 or visit online at life-cycle-financial.ca where you can even arrange an appointment with the click of the mouse.

Just Posted

Interior Health update. File photo.
86 new COVID-19 cases, two more deaths in Interior Health

The new deaths are from Heritage Square, a long-term care facility in Vernon

Jethro Rolland, 8, and Guinevere Rolland, 6, test out the ice at the new outdoor rink in 100 Mile House. (Kelly Sinoski photo - 100 Mile Free Press).
Outdoor ice rinks popular Cariboo pastime

The skaters are out this winter across the South Cariboo.

A power outage Thursday night left nearly 3,000 homes in Clinton and the 70 Mile areas in the dark. (Katie McCullough photo).
Updated: Clinton, 70 Mile left in the dark after vehicle crashes into transmission pole

BC Hydro still working to restore power to 330 homes in 70 Mile House

A woman wearing a protective face mask to curb the spread of COVID-19 walks past a mural in Victoria, B.C., on Monday, Dec. 7, 2020. THE CANADIAN PRESS/Marissa Tiel
115 new COVID-19 cases, no new deaths in Interior Health

There are now a total of 4,970 cases in the region

Keith the curious kitten is seen on Nov. 4, 2020 at the Chilliwack SPCA. Friday, Jan. 22, 2021 is Answer Your Cat’s Questions Day. (Jenna Hauck/ Chilliwack Progress file)
Unofficial holidays: Here’s what people are celebrating for the week of Jan. 17 to 23

Answer Your Cat’s Questions Day, Pie Day and International Sweatpants Day are all coming up this week

(Phil McLachlan - Capital News)
‘Targeted’ shooting in Coquitlam leaves woman in hospital

The woman suffered non-life threatening injuries in what police believe to be a targeted shooting Saturday morning

JaHyung Lee, “Canada’s oldest senior” at 110 years old, received his first dose of the COVID-19 vaccine on Thursday, Jan. 14, 2021. He lives at Amenida Seniors Community in Newton. (Submitted photo: Amenida Seniors Community)
A unique-looking deer has been visiting a Nanoose Bay property with its mother. (Frieda Van der Ree photo)
A deer with 3 ears? Unique animal routinely visits B.C. property

Experts say interesting look may be result of an injury rather than an odd birth defect

Cannabis bought in British Columbia (Ashley Wadhwani/Black Press Media)
Is it time to start thinking about greener ways to package cannabis?

Packaging suppliers are still figuring eco-friendly and affordable packaging options that fit the mandates of Cannabis Regulations

Standardized foundation skills assessment tests in B.C. schools will be going ahead later than usual, from Feb. 16 to March 12 for students in Grades 4 and 7. (Black Press Media file photo)
B.C. teachers say COVID-affected school year perfect time to end standardized tests

Foundational skills testing of Grade 4 and 7 students planned for February ad March

Sooke’s Jim Bottomley is among a handful of futurists based in Canada. “I want to help people understand the future of humanity.” (Aaron Guillen - Sooke News Mirror)
No crystal ball: B.C. man reveals how he makes his living predicting the future

63-year-old has worked analytical magic for politicians, car brands, and cosmetic companies

Terry David Mulligan. (Submitted photo)
Podcast: Interview with longtime actor/broadcaster and B.C. resident Terry David Mulligan

Podcast: Talk includes TDM’s RCMP career, radio, TV, wine, Janis Joplin and much more

Seasonal influenza vaccine is administered starting each fall in B.C. and around the world. (Langley Advance Times)
After 30,000 tests, influenza virtually nowhere to be found in B.C.

COVID-19 precautions have eliminated seasonal infection

Most Read