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Investment Dealers near Sunnyside Village Surrey BC in Surrey, BC (118 Result(s))
0.6 km
0.6 km
1.5 km
1.6 km
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.
The phone number for this merchant may have changed recently
15120 North Bluff Rd, White Rock, BC V4B 3E5
Central Plaza Shopping Centre
1.7 km
The phone number for this merchant may have changed recently
15272 Croydon Drive, Surrey, BC V3Z 0Z5
1.7 km
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.
1.6 km
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!
2.4 km
The phone number for this merchant may have changed recently
2.0 km
2.4 km
The phone number for this merchant may have changed recently
23.8 km
The phone number for this merchant may have changed recently
28.6 km
24.7 km
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.
13.3 km
26.7 km
At Raymond James, we take a conservative, disciplined approach to managing clients’ wealth, leveraging our strong platform to offer Canadians the best investment products, services, and advice.
23.1 km
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