SERVISS WEALTH MANAGEMENT
1605 Pandosy Street, Kelowna, BC V1Y 1P6
Since 2006
Wealth Management, Life Insurance Planning, Investment Planning, Estate Planning, Tax Planning, Charitable Giving, Registered Education Savings Planning, Business Planning, Portfolio Management, Cash Flow Management, Asset Allocation, Financial Planning, Risk Management, Family Office Services & Succession Planning
Provides their Clients with a Simple Process of Wealth Accumulation, Preservation and Generational Transfer of Assets by Designing and Implementing Strategies that are Personally Customized to their Individual Goals
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REID & ASSOCIATES FINANCIAL SOLUTIONS LTD.
101 - 1433 Saint Paul Street, Kelowna, BC V1Y 2E4
Since 2003
Risk Management, Wealth Accumulation, Debt Management, Efficient Tax Strategies, Estate Planning, Life and Health Insurance Planning, Pension Planning, Asset Allocation, Investment Planning, Employee Benefits Planning, Education Funds, Portfolio Management, Insurance Planning, Retirement Planning & Money Management
Offers a Variety of Products that Will Help you Build the Strongest Portfolio - They are Critical for Defining a Solid Framework for your Customized Plan
TBR® Inspection Report
HOLLISWEALTH
105-3140 Lakeshore Road, Kelowna, BC V1W 3T1
Retirement Planning, Long Term Care Insurance Planning, Investment Planning, Mutual Funds, Estate Planning, Education Planning, Insurance, Liabilities, Risk Tolerance, Savings Planning, Risk Management, Tax-Free Savings Accounts, Retirement Income Planning, Registered Retirement Savings Planning, Annuities & Pension Planning
Expertise in Wealth Management - Provides their Advisors with the Tools they Need to Craft Holistic Solutions for their Clients
TBR® Inspection Report