Financial Planning Services in British Columbia

Best match results for financial planning services in British Columbia.

    We serve over 300 business owners, their families, executives and professional advisors. The businesses that our clients operate range from technology, engineering, real estate developers, hoteliers, manufacturers, oil and gas services, construction, medical, legal, accounting, consulting, auto repair, transportation and printing. What we do: Our services include the following: • Estate Planning – In depth planning for incapacity, death, sale, roll over or gifts utilizing Wills, Trusts, POA’s, ... Read more Representation Agreements, Trustees, Directors Resolutions, Unanimous Shareholder Agreements, contracts, loan and lease agreements, etc. • Tax Planning – Consulting re individual, business and estate tax issues and recommending strategies to reduce tax.

    Insurance, Savings and good advice. Amazon #1 Best Selling Author Dave Shortill has been providing financial advice since 1987. Patented investment strategies will provide your tax efficient savings and retirement income through to the transfer of your estate. Free Planning software and the Patented Personal Profile check up will get your finances in order for a life time. Independent broker of Life Insurance, Disability insurance, Critical Illness insurance, Living benefits such as Long Term ... Read more Care insurance. Estate Planning, Retirement Planning, Guaranteed Investment Funds, Corporate Employee Benefits by design For your free financial check up.... Call or email Dave today!

    Financial Planning, Risk Management and Wealth Management

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