Financial Planning Services in British Columbia

Best match results for financial planning services in British Columbia.

    Smart Books BC is one of the most innovative companies in serving clients. With specialist teams covering the needs of particular professions and business sectors, we offer financial services to business and private clients throughout British Columbia. Our team comprises experienced and highly-qualified experts in all areas of bookkeeping, accounting, and tax planning. Whether you need financial advice or help with your business, Smart Books BC, as one of the region’s leading firms is here to ... Read more assist you and your specific needs. Why Smart Books BC The reason our clients value us as their advisers is that we make a point of building a picture of each client, which pulls in all the things that make each one different. Their aspirations, likes, dislikes, family set-up, history, commercial operation – it all goes in. This allows us to wrap individual service and advice around each client, which suits them perfectly and which they really appreciate. This is way over and above the straightforward ...

    Ken MacCoy is a CHS - Certified Health Insurance Specialist with over 40 years of insurance industry experience. Ken provides: life, disability, critical illness, travel insurance plus Retirement, Insurance, Tax and Estate Planning solutions for individuals, families, the self-employed and business owners. - Ken's expertise includes: Key Person & Buy-Sell Insurance Solutions, Tax Planning Strategies & Custom Designed Employee 'Pooled' Benefit Plans for medium-to-large groups in British Columbia and ... Read more Nova Scotia.

    Financial Planning, Risk Management and Wealth Management

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