General Insurance near Valleycliffe BC (336 Result(s))

I deliver personalized financial solutions to empower clients (Individuals and Small Businesses) toward lasting security. Specializing in investments, life insurance, critical illness, travel insurance, and living benefits, I craft strategies for retirement planning, tax optimization, and wealth management. My approach prioritizes your unique goals, offering clear guidance to navigate complex financial landscapes. Whether you’re a family planning for the future or an individual building wealth, I provide tailored advice with integrity and expertise. With a commitment to education and trust, I help you achieve financial confidence and peace of mind. Let’s create a roadmap to your dreams today!

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.