May Stokes

Lillian “May” Stokes is a BC-based financial services professional with 25+ years’ experience, licensed in mutual funds and life insurance since 2000. Raised on a dairy farm—and with decades in agriculture and thoroughbred breeding and racing—she brings practical insight into the cash flow, risk, and succession realities of farm and famil

Lillian “May” Stokes is a BC-based financial services professional with 25+ years’ experience, licensed in mutual funds and life insurance since 2000. Raised on a dairy farm—and with decades in agriculture and thoroughbred breeding and racing—she brings practical insight into the cash flow, risk, and succession realities of farm and family businesses. She maintains strong relationships across the dairy community in Abbotsford and Chilliwack.

May supports owner-managed businesses with cash-flow management, insurance needs analysis, wealth accumulation, and estate/legacy planning. She also works with retirees and near-retirees to bring structure to retirement income decisions, beneficiary planning, and “executor-ready” estate organization—so families aren’t left scrambling when life changes.

Together with TaxWise, May delivers a team-based planning experience—so clients get continuity, depth, and timely expertise.

Credentials: CPCA (Personal Counselor Advocate), EPC (Elder Planning Counselor), CEA (Certified Executor Advisor)