Concentric-Risk-Security-Management near Penticton BC (70 Result(s))

At Investment Planning Counsel, we are committed to helping you live your dream. And whether your dreams are small or grand, our team will create simple and straightforward wealth management strategies that will help you achieve them. Our unique processes make it easy for you to realize your life priorities and take advantage of our comprehensive, tailor-made financial solutions.

Like it or not, finding the shortest and safest route to your dreams requires planning. Only with a carefully thoughtout financial plan can you be sure to make the most of your resources and to protect against risks along the way. Find out howThe Nelson TeamLive your DreamIPC Securities Corporation is one of the country's fastest growing independent financial services organizations.Through our national network of related companies, our clients have access to a complete range of financial services – including convenient, competitively priced investments, savings, insurance, mortgages, tax and estate planning products.Behind each and every IPC Securities Corporation investment advisor is the strength and stability of its majority owners, IGM Financial Inc., (TSX:IGM) a subsidiary of Power Financial Corporation (TSX:PWF).

The South Okanagan Similkameen Brain Injury Society (SOSBIS) is a non-profit organization made up of brain injured people, family members, and professionals dedicated to assisting survivors and their families to achieve the greatest level of independence and quality of life.

we provide you with as many resources and tools as possible in one spot so to try and help make the home buying experience as easy as possible.

Matte & Associates Financial Solutions provides personalized financial planning, investment management, and tax strategies tailored to individuals, families, corporations, charities, and non-profits in Kelowna, BC. Their approach focuses on maximizing clients’ after-tax wealth and ensuring long-term financial security through trustworthy, client-centric advice.

At Royal LePage Locations West Realty we are here to serve you! Our real estate professionals are here to help you find the perfect home anywhere in the South Okanagan & Similkameen region. We provide a full spectrum of market knowledge in residential, commercial & development properties as well as farms & ranches. If you are looking to buy or sell your home in the South Okanagan please give Royal LePage Locations West Realty a call today at 1-800-734-0457. You can also reach our Keremeos based agents directly by calling Greg McDonald at 250-499-6583 or Tuesday McDonald at 250-499-6585. We look forward to serving you!

CMIT Solutions® provides comprehensive IT support tailored for businesses, offering managed detection and response, cybersecurity solutions, and proactive risk management to prevent downtime, data loss, and cyber threats. Their services include compliance readiness, backup and recovery, and 24/7 monitoring to safeguard operations across industries like accounting, healthcare, and manufacturing.

StoneCastle Investment Management Inc. adheres to a strict code of ethics and conduct. Employees and employee's spouses are encouraged to invest alongside our clients in the funds. We eat our own cooking.

Schedule a MeetingWe offer sophisticated wealth management strategies that help business owners, professionals and other high net worth individuals reach their financial goals.We understand every situation is unique and knowing more about yours will help us serve you better. Which of the following describes your situation best?