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General Insurance near Surrey BC (759 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.
ElektraFi is a hyper-intelligent platform that helps employees understand how to achieve the future they want with the money they have. What we do matters and makes a difference. Our actions are directed by the intention of creating health, wealth and wellness for the people in our community as we strive towards the goal of making their lives better, easier and safer. The design thinking approach behind our service challenges the assumptions often made in, and about, the insurance industry. We’ve redesigned how we measure success, placing our client relationships and service delivery at the pinnacle of our approach.
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