Summary of services offered: -Life/”Mortgage” insurance -Critical Illness insurance -Group Benefits -Key Person insurance -Estate planning -Retirement planning -Investment strategies -Taxation strategies -Contingency planning -Business continuation planning -Succession planning -Health insurance We design customized financial plans, with recommendations that may include: - protection for you and your loved ones and/or your business - tactics to increase the value of your assets; for your benefit and the benefit of your beneficiaries - strategies to minimize uncertainties and maximize your retirement income - methods to reduce taxation - options for business and family succession planning
Summary of services offered: -Life/”Mortgage” insurance -Critical Illness insurance -Group Benefits -Key Person insurance -Estate planning -Retirement planning -Investment strategies -Taxation strategies -Contingency planning -Business continuation planning -Succession planning -Health insurance We design customized financial plans, with recommendations that may include: - protection for you and your loved ones and/or your business - tactics to increase the value of your assets; for your benefit and the benefit of your beneficiaries - strategies to minimize uncertainties and maximize your retirement income - methods to reduce taxation - options for business and family succession planning
Company Information
- Industry
- Financial Services
- Company Type
- Privately Held
- Founded
- 2018
- Employee Range
- 1-10
- Revenue Range
- Not available
Location
- Address
- City
- Victoria
- Region
- British Columbia
- Postal Code
- V8V 1L8
- Country
- Canada