R-R-Cooper-Insurance-Services near Ocean Park BC (2348 Result(s))

The award winning R Knowles & Associates' Financial and Estate Planning, Wealth and Risk Management has served the north shore for over 25 years and is affiliated with the nationally accredited and independent financial advisory firm, Customplan Financial Advisors Inc. (a.k.a. Equinox Financial Group Inc.). A fully licensed and registered firm through both the BC Securities Commission and the Insurance Council of BC, since 1990, we have provided the choice between fee-for-service or commission based options or a combination of both services. Written reports with results expectations to establish a new portfolio or for second opinions (e.g. investments or tax analysis) to special issues (e.g. insurance review and analysis for personal or company needs with current national insurance rate comparison). Summary statement reporting. Free initial consultation with recommendations.

With over 20 years of accounting expertise, we provide transparent, affordable, and comprehensive financial services tailored to small- and mid-sized businesses. Our team offers a low, fixed monthly rate with no hidden costs, delivering full-cycle accounting that includes tax preparation, financial statements, and day-to-day bookkeeping. Our services encompass everything from payroll management to expert tax guidance and business financial advice. We support you in structuring your business, identifying tax credits, managing debts, budgeting for major investments, and protecting your assets. With us handling the numbers, you can focus on growing your business with confidence. Let us be your trusted financial partner in navigating today’s complex business environment and making informed financial decisions. Together, we’ll ensure your finances are compliant, efficient, and optimized for growth.