Gallagher-Insurance-Risk-Management-Consulting near Port Guichon BC (1396 Result(s))

Welcome to The Harwood GroupThe Harwood Group is a nationally recognized Wealth Management group in Atlantic Canada with over $250 million of assets under management and over 80 years of collective experience in the capital markets. Since 1994, The Harwood Group has been providing premier wealth management consulting and advisory services to individuals, executives, small business owners, and institutions across Canada. The team is comprised of ten highly skilled and experienced individuals who continuously provide clients with quality advice and exceptional service for which the Harwood Group is renowned.Wealth Management ProcessOur wealth management process focuses on developing strategies that address a clients' complete financial, tax and insurance situation, resulting in a highly discliplined investment structure employing a comprehensive approach to risk management and portfolio diversification, which is measured, evaluated and rebalanced on an ongoing basis.Investors' needs and objectives have become more complex and there are more choices than ever.

HomeAcadia property management is your source for creating wealth with real estate. A Vancouver property management company as well as a full service real estate investment company, we'll ensure you get the optimal return from your vancouver rental property.Our management services include highly experienced property and tenant management. Our property management services range from multi-tenant commercial properties to managing homes for people going through a sudden relocation. In short, Acadia Property Management is the central station for property management of Vancouver rentals.We develop an ongoing partnership with our clients, helping them profit from their Vancouver rental investments over the long term – in both monthly income and capital gains on resale.Our investment consulting services include:Property Recommendations

We provide individual investors with a robust institutional investment platform, rich in choice and flexibility, and grounded in rigorous risk management. Your first point of contact is Dave Lee CIM, CFP, FCSI, a Senior Wealth Advisor in the White Rock office of Scotia Wealth Management. Dave takes the time to consider all the factors that make your financial situation unique, including your investment portfolio, insurance policies, tax strategy, retirement plan and estate plan. Dave will recommend a plan of action for achieving your financial goals. Call or email to let us know how we can help!