Autres placements near Coldstream BC (405 Result(s))

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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.

Looking for a better mortgage solution?WE CAN HELPApply NowAfter over 20 years in the mortgage/lending industry with a major Canadian Chartered Bank, including Managing one of the largest retail lending operations in British Columbia, Lesley (AMP) decided to pursue a career as a Mortgage Broker. Having successfully completed the B.C. Mortgage Brokers course, Lesley (AMP) was licensed in 1994. In 1997 Lesley decided to pursue her goal of having her own firm and formed Creative Mortgage Corp. Since that time, Creative Mortgage has grown to be one of the largest Mortgage Brokerage firms in the City of Kelowna. Lesley has an excellent relationship with over 30 lending sources across Canada and can match your particular needs with the best lending source. Whether you are purchasing your first home, doing major renovations, purchasing a revenue property, or that dream vacation home, Lesley and Creative Mortgage are 'Your Key to Home Ownership.' Lesley has established herself as the #1 Broker for purchases at Big White Ski Resort.

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.