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We were introduced to mike by our realtor when purchasing our condo, he was extremely helpful and made the process easy for us. He guided us throughout the whole process. Since then he has kept us updated regarding changing interest rates and suggestions regarding our mortgage when giving us our annual reviews.
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Courtiers en valeurs mobilieres near Elgin BC (274 Result(s))
The phone number for this merchant may have changed recently
15272 Croydon Drive, Surrey, BC V3Z 0Z5
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
The phone number for this merchant may have changed recently
We provide individual investors with a robust institutional investment platform, rich in choice and flexibility, and grounded in rigorous risk management.
Your first point of contact is Dave Lee CIM, CFP, FCSI, a Senior Wealth Advisor in the White Rock office of Scotia Wealth Management.
Dave takes the time to consider all the factors that make your financial situation unique, including your investment portfolio, insurance policies, tax strategy, retirement plan and estate plan.
Dave will recommend a plan of action for achieving your financial goals.
Call or email to let us know how we can help!
The phone number for this merchant may have changed recently
15120 North Bluff Rd, White Rock, BC V4B 3E5
Central Plaza Shopping Centre
If you're an investor who wants choice, flexibility and rigorous risk management, you've come to the right place.
Dave takes the time to consider all the factors that make your financial situation unique, and he personalizes your investment portfolio, tax strategy, retirement plan and estate plan so that they all work together.
And, if you're retired or approaching retirement, you'll benefit from Dave's expertise in making all the right decisions that need to be made in this stage of life.
Come and experience the professional excellence and service provided by Dave and his team.
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Rate vs PriceThe impact of a lower interest rate vs lower price If you've purchased a home or are familiar with the process of purchasing a home you know that the main negotiations are around price. There can certainly be other factors such as Completion dates or Subject removal dates but price is generally the most sensitive [...] Continue reading ?First Time Buyer Exe ...The BC Government has announced that effective February 19, 2014 the Property Transfer Tax for First Time Buyers has increased to $475,000 from $425,000. The new threshold will allow a partial exemption between $475,000-$500,000. The government estimates this change will cost $8M in lost tax revenue each year. Click here for the CBC article: http://bit.ly/1fwLFj5 Continue reading ?Mortgage Shopping?Are you shopping for a mortgage? As you could imagine, we often get the call from a prospective client saying 'What is your best rate?' I hear a lot of people in my industry frustrated dealing with this question as it is a clear sign that the person on the other end of the phone [...]
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
11161-84th Avenue, Delta, BC V4C 2K4
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.
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