General Insurance near Eagle Run BC (125 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.

We are a North American company with a combined 30+ years in the financial services industry serving customers. We offer a unique Tribid model by combining the best of the captive companies and the best of the broker world to create a genuinely unique Managing General Agency (MGA) that works for both our clients and our Agents. We have become known across the country as one of the fastest growing MGA’s in Canada and we have expanded into the USA to bring this unique model south of the border. Established in 2014, with our Headquarters in Guelph, Ontario with associates throughout Canada and the USA. Our Mission statement is Building Financial Foundations for Families to Empower Them Today and Leave a Legacy for Tomorrow. Our success is partially due to our client solutions built around our proprietary Expert Financial Analysis software (EFA). It provides our clients with a simple easy to follow financial program offered exclusively through Experior Associates.