Kevin Parton - Investors Group

at Unit 120 - 2121 152nd Street, Surrey , V4A 4P1 Canada

1. Estate Planning
2. Insurance Agent
3. Financial Planning

Financial Consultant, Investors Group Financial Services Inc.

Description

A financial consultant with Investors Group Financial Services Inc., Certified Financial Planning professional and Registered Retirement Consultant I, along with a team of local specialists, create a world class financial planning experience using the six steps of financial planning: 1. Establishing and Defining the Client Relationship 2. Gathering Client Data and Goals 3. Analyzing and Evaluating the Client's Financial Status 4. Developing and Presenting Financial Planning Recommendations and Alternatives 5. Implementing the Financial Planning Recommendations 6. Monitoring the Financial Planning Recommendations Throughout these six steps we will cover the following financial topics: 1. General Principles of Finance and Financial Planning 2. Insurance Planning 3. Employee Benefits Planning 4. Investment and Securities Planning 5. State and Federal Income Tax Planning 6. Estate Tax, Gift Tax, and Transfer Tax Planning 7. Asset Protection Planning 8. Retirement Planning 9. Estate Planning 10. Financial planning and consulting Once your financial plan is in place we will monitor your plan with regular reviews and work together to ensure you achieve your idea of financial freedom.

Opening time

• Mondays: 09:00- 20:00
• Tuesdays: 09:00- 20:00
• Wednesdays: 09:00- 20:00
• Thursdays: 09:00- 20:00
• Fridays: 09:00- 16:00

Company Rating

161 FB users likes Kevin Parton - Investors Group, set it to 17 position in Likes Rating for Surrey, British Columbia in Bank/Financial Service category

Summary

Kevin Parton - Investors Group is Surrey based place and this enity listed in Insurance Agent category. Located at Unit 120 - 2121 152nd Street BC V4A 4P1. Contact phone number of Kevin Parton - Investors Group: 604-541-9334 Ext. 484