Spectrum-Instruments-Ltd near Sanford MB (2498 Result(s))

WPG The Wealth Planning Group Inc. offers comprehensive financial services including insurance, retirement planning, investments, tax and estate planning, and educational funding solutions tailored to meet individual client needs.

Samuel Q. Javier always dreamed of becoming a successful entrepreneur, he never imagined he would achieve such success in the insurance and financial services industry. Not only that but start an organization that would have so much meaning to the lives of many in Manitoba.With 20 years of experience and service in the insurance industry, Samuel and his son Jan decided to take it to the next level. In the fall of 2006, the father-son duo launched Wealth in Motion Ltd.Today thousands of families have benefitted from the life insurance and investment products Wealth in Motion has offered over the years. Products and benefits that protected generations of loved ones and have put money in the hands of people who need it most.We owe this success to the people we work with. We create an environment where advisors will be licensed, motivated, trained and share the same purpose of transforming lives for the better!Till this day the mission of Wealth in Motion still continues... And that is to simply: Improve the lives of clients and advisors alike.Whether you are looking for an insurance and financial plan for your family, or looking to join the financial services industry, feel free to browse our site.

Our Company After several years of preparing tax returns for family and friends during university, Chris Douglas formally began his financial services career in 1982. Primarily focused on insurance and GIC's (the 80's), to mutual funds (the 90's), the practise is now a full service financial planning centre, serving over 800 clients in 4 provinces. Douglas Financial provides complete retirement, estate, and tax planning advice. Chris is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and a Chartered Financial Consultant (ChFC). In addition to volunteering on many local boards, Chris also teaches several financial planning courses at Red River College.Karen Barton joined our team in 2008 as our office assistant and brings with her many years of experience in the private sector.Chris Douglas CFP, CLU, CHFC, Douglas Financial Ltd., Unit 14 - 1700 Corydon Avenue, Winnipeg, MB, R3N 0K1Ph: (204) 987-2727 Fax: (204) 987-2729 Christopher.Douglas@manulifesecurities.ca