5 more results for wealth management in British Columbia
Terrace, British Columbia, Canada
Coleen, born and raised in Terrace, BC., found her passion in helping solve financial problems for people early in life. She has achieved the CFP, CHS, RRC, EPC, and CLU designations, and recently celebrated 20 years with IG Wealth. Coleen received the prestigious Pillar Award in each of her first f…
Vancouver, British Columbia, Canada
As your Vancouver financial advisor and financial planner,
we delve deep—past the balance sheets and beyond the bank accounts—to figure
out what truly matters to you. Where are you today, and where do you want to
be? Every personalized strategy we develop, every wealth management solution we
…
Fort St John, British Columbia, Canada
“What counts is what you do with your money, not where it came from.” -Merton MillerRae has been with IG Wealth Management since 2009 and is a Certified Financial Planner and Registered Retirement Consultant. Her background in the legal and accounting fields, coupled with her entrepreneurial spi…
Vancouver, British Columbia, Canada
We are committed to offering clients the highest standard of personal service by providing prompt, courteous and professional attention. We focus on a select number of families to ensure the highest service. We work as a team to deliver the best service and value to our clients…
Abbotsford, British Columbia, Canada
Solid advice. High-quality investments. Personal touch.An independent Financial Advisor with Valley-Wide Financial / Worldsource Financial Management Inc.We are about you. Aside from all the detailed work my team and I do behind the scenes, it really is our goal to be one of the most enjoyable and b…