ASSANTE CAPITAL MANAGEMENT LTD.
1200 Princess Royal Avenue, Suite #1, Nanaimo, BC V9S 3Z7 Directions
Estate, Education, Retirement, Pension and Financial Planning, Investment Advice, Risk Tolerance, Tax Consulting, Severance Packages, Life & Disability Insurance
Assante Capital Management provides complete wealth management solutions to meet the needs and goals of Canadian families and businesses. They build their relationships based on a thorough financial review and understanding of your goals. They will provide the necessary financial vehicles and insurance products. Free consultation available.
TBR® Inspection Report
ROCKMOOR WEALTH MANAGEMENT
100B - 5279 Rutherford Road, Nanaimo, BC V9T 5N9 Directions
Investment, Legacy, Estate, Succession/Exit, Tax and Financial Planning, Risk and Cash Management, Savings and Debt, Health Insurance, Stocks, Bonds, Non-Registered Investments, Registered Retirement Savings Plans, Estate Equalization, Tax-Free Savings Account & Individual Pension Plan
Rockmoor Wealth Management specializes in high net worth corporate planning solutions. Has acquired decades of experience specializing in providing quality financial advice. Rather than offer their clients generic, mass-market financial solutions, the team works exclusively with a small number of privileged clients who benefit from the expertise of skilled wealth management specialists. With their professional qualifications, they are highly experienced in creating close and trusted partnerships with clients and delivering innovative solutions.
TBR® Inspection Report
BUSINESS PLANNERS FINANCIAL LIMITED
680 North Terminal Avenue, Nanaimo, BC V9S 4K2 Directions
Wealth Enhancement Strategies, Defensive, Tax and Estate Planning, Corporate Planning and Structuring, Succession, Farm Transfer and Retirement Planning, Private Health Services Plan, Risk Management, Life, Critical Illness & Disability Insurance
Business Planners Financial, they work with corporations, business owners, professionals and individuals to help. Their comprehensive planning process is designed to establish the client's priorities and implement strategies to meet their goals. Strives to identify areas of wealth leakage and assist their clients in finding efficiencies that enhance their financial position.