at 201 - 755 Queens Avenue, Victoria, V8Z 5K7 Canada
Wealth management - investments - health insurance & group health coverage for you, your family and your business
I provide a clear financial picture, one which is easy for the client to both see and understand. A current financial situation is followed by a plan of action that will provide clients with achievable results tailored to suit your needs. Each client is unique - your goals, your financial vision, your timeline and your concerns are unique to you and should come with a plan that is as unique to you as you are to the world. I work closely with each client to determine where the opportunities lie and where the financial holes can be filled. In my experience too many Canadians do not have a plan when it comes to retirement - or their finances when it comes to saving for a medium or long term goal. I can help. If you are interested in a free, no obligation Financial Review feel free to contact me at 250 514-4994. Everybody should have a plan - do you? Tax and Estate Planning Heath Insurance and Planning - Life, Critical Illness, Disability and Long Term Care Insurance Retirement Planning Group Insurance RRSP, TFSA, RESP, RDSP, Annuity, Segregated Funds, Risk Management A. Alex Cook "protecting the health of you and your family"
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