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Had a Great experiance!
When I called I was greeted with a pleasent happy voice and in person with a pleasent smile. All that worked there were very profecianal and pleasant. Treated me like a good friend even though it was my first time ever being there. Spencer at the front desk was very nice and kept me company until I could be seen. I met with Colin he was very knowledgable and pleasent, seemed to know insurance and financial planning through and through. Also met the women that works there briefly, I think her name was Karen she was wonderfull as well.
A wonderfull experiance and they were able to help me will everthing I needed.
Five Stars!!
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Autres placements near Kitchener BC (25 Result(s))
A comprehensive financial services firm committed to helping our clients improve their long term financial success. Call us today!
The Growth Financial Corporation is a strategic partnership between Creston & District Credit Union and the Heritage Credit Union in Castlegar, BC.
We are also a licensed life insurance agency who is committed to providing comprehensive financial services to our clients to help improve their long term financial success.
Further, the Growth Financial Corporation provides general insurance services through the following subsidiary agencies:
Creston Valley Insurance Services Ltd.
H.G. Insurance Services Ltd.
Kelowna Valley Insurance Services Ltd.
Whitlock Insurance Services Ltd.
Working Ventures Insurance Solutions Ltd.
Our customized programs are designed to grow, and conserve, our clients' assets by delivering an unprecedented level of personalized service.
We encourage you to explore our website and learn about the services we provide. Should you have any questions, please don't hesitate to contact us at the location nearest you (ie. Castlegar or Creston).
Willis Jordan Financial Corp has been serving Creston and area for 20 years. We specialize in investment planning including stocks, mutual funds, RRSPs, as well as life insurance. Come in today to plan for tomorrow.
Guidance Planning Strategies is an independent insurance brokerage company operating in Cranbrook. Offering a range of financial planning services, we cooperate with companies such as Manulife, Desjardins, Industrial Alliance and others to help you achieve your financial goals. Talk to us about life insurance, critical illness insurance or disability insurance, to protect yourself and your family from unexpected events. Please visit our website for more information on our team.
RBC Wealth Management has been helping clients build and preserve wealth for more than 100 years. We are one of the world’s top five largest wealth managers and a segment of Royal Bank of Canada (RBC), offering the discipline, strength and stability of Canada’s largest bank.
Our approach is to build a team around you from more than 2,000 accredited professionals, each specializing in disciplines like Investment Management, Wealth Planning, Trusts, Wills and Estates, Business Owner Planning and Credit and Insurance.
Guided by our values and our responsibility as stewards of our clients’ wealth, our advisors build trusted relationships with their clients that often last lifetimes.
Explore how you can get Canada's largest and most comprehensive wealth manager working for you, your family, and your business.
At EKC 97% of our members would recommend EKC to their friends and family. EKC welcomes new members. Understanding what happening locally is helps us serve you better for your personal and business needs. EKC partners include MoneyWorks in Financial Planning and KIS for insurance.
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.
Our financial planning consultants at Assante Capital Management Ltd are here to help you make financially smart choices. Based in Cranbrook, we offer informed wealth planning assistance for private clients throughout the area. Our financial solutions include investment funds, segregated funds, stocks, bonds, flowthroughs and insurances. Let us help you find the best solution that will let you meet your financial management goals.