Conseillers En Planification Financiere near Comox BC (36 Result(s))

Trusted financial advice, high quality investment solutions and a commitment to service. These are the three pillars of my investment practice. I am devoted to help people make informed decisions about their finances, find solutions that work for them and assist in navigation so they reach their financial destinations. I am an Advisor who believes there is always a beginning with an end in mind. Each individual, family or business has circumstances that are specific to them. I strive to develop well diversified and conservative portfolios for those clients that are in need of income and safety. I design balanced and tax efficient portfolios for clients who are building wealth and nearing retirement.

MacSween Management, As an independent portfolio management group of Fieldhouse Capital Management Inc, MacSween Management offers Financial Advisor, Financial Planning, More than just a financial advisor or financial planner, our wealth management and investment strategies are designed specifically to help our clients achieve their investment goals. Whether seeking to minimize risk and protect your assets, achieve maximum returns and growth, or simply optimize investment, tax, retirement, or estate strategies, our sole focus is on delivering the best results possible for our individual, high net worth family, and institutional investors.

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.

Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at a time.

When you need trusted financial advice, turn to Sun Life Financial - Tyler Iwanson. Make your money work for you with the correct investment options that will assist you with all your planning and saving goals, including saving for retirement or your children’s education. For more details or to schedule an appointment call now.