Investors Group offers financial planning, a unique family of mutual funds and a comprehensive range of other investment products and financial services, including Registered Retirement Savings Plans, Registered Retirement Income Funds, Deferred Profit Sharing Plans, life and disability insurance, Guaranteed Investment Certificates and mortgages.
(with affiliated offices in North Vancouver and Kelowna) is Canada's longest established independent comprehensive "fee only" financial advisory firm, helping clients accumulate and manage their financial assets since 1972.
Work together with a BMO Nesbitt Burns Investment Advisor and you’ll be taking advantage of one of Canada’s most extensive selections of wealth management capabilities; a great first step towards your personal financial goals.
Our Investment Advisors provide customized solutions to assist you in meeting your investment, retirement, insurance and estate planning needs.
Altamira Financial Services Ltd. - For almost 30 years,Altamira has built a reputation as one of Canada's premierefinancial product and service providers.
At McIver Wealth Management Consulting Group, located in Vancouver, BC Canada, we provide investment consulting services to Canadian institutional and individual private clients. We build sophisticated asset allocated portfolios, based upon a clients tolerance for risk. Each portfolio is comprised of both passive investment vehicles, such as Index Participation Units or Exchange Traded Funds, and active management vehicles such as individual stocks, bonds, trust units, pooled investments, and individual money managers. For individual clients this advice is coupled with our extensive knowledge of Estate Planning and Insurance to provide a solid overall financial framework. Our advice is objective and commission FREE.
KCM Wealth Management Inc. is an independent, fee-only investment counsel and financial advisory firm in Vancouver, British Columbia. We design client investment portfolios and wealth management strategies.
registered as a mutual fund dealer in British Columbia, Canada specializes in wealth accumulation, management and preservation. This is complemented by individual and business insurance as well as group benefits proficiencies. All client accounts are held through intermediaries or directly with fund companies.
has been among Canada's top financial planners during his association with the Berkshire Securities Inc. He has served on the Berkshire Advisory Council and has been a frequent qualifier in Berkshire's prestigious Gold Circle Club. A strong advocate of continuing personal and client education, he has been active in executive & committee roles of the local professional associations
asset management company, financial estate planning canada, retirement plan services - BajusFinancial.com,We provide financial planning, estate planning, wealth management, insurance and many more financial services to the Vancouver area and the rest of Canada.
We provide asset management, investment and financial planning, estate planning and related income tax advisory services. (See Futureworth Financial Planners Corp., 100% owned subsidiary)
Devante Capital is a Western Canadian-based boutique investment banking firm that offers an alternative for companies by providing single-source access and support. We allow client companies to do what they do best and focus on their core strengths.