Servatech-Management-Ltd near Ellison BC (3140 Result(s))

Capri Insurance started in Kelowna in 1975 with 6 people and a handful of clients. Today Capri Insurance and its affiliates serve 100,000 clients with over 300 people in 12 offices throughout the Interior of British Columbia and 1 office in Greater Vancouver. Capri Insurance is licensed across Canada and through partnerships in Quebec. We have grown substantially because we have stayed in tune and responded to the need for service, convenience and innovation. Specializing in Business Insurance and Personal Insurance programs including Employee Benefits and Wealth Management at Capri Insurance we truly have you covered. Capri Insurance continues to invest in technology to reduce the overhead for insurers and ourselves which enables us to reward our clients with competitive products while maintaining a high level of personalized service. When a loss does occur, our claims department is geared to respond by handling claims with efficiency and sensitivity, 24 hours a day.

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?

Invest Differently TM Solinvest Model PortfoliosEach of our clients' individual need for safety, income and growth is first defined in a written Investment Policy Statement (IPS). Our four investment models are founded on the same principles of transparency, accessibility and quantitative models, since officially launching the first Solinvest portfolio in 2002.Security selection is based on Macro Global economic themes, focusing on those that profit from trends.

Johnson Legacy Wealth Management offers personalized financial services including retirement planning, investment strategies, portfolio management, and risk management to help clients achieve their financial goals.

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.

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.