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mutual funds chilliwack bc
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203-45389 Luckakuck Way, Chilliwack, BC, V2R 0G6
With Over 20 Insurance companies to choose from, we are the "go-to Insurance Broker" in Chilliwack and the surrounding area. If you want the best product with a great price, give us a call to get started. We specialize in personal insurance and investment products. Whether you are looking for low cost Term Life, Whole Life, or Living Benefits like DI, CI or Travel Insurance, give us a call. Get a second opinion on your existing insurance and investments to compare costs. See what else may be possible. Learn your Financial Independence Number (FIN). Do you want to grow your wealth? Give us a call. Here are areas we can assist you with: Second opinion on your existing insurance and investments Financial plan to get you to your retirement goals Income tax strategies to increase your investment into your RRSP Loans for RRSP investing Mortgage Insurance Help you get a mortgage Life Insurance Disability & Critical Illness Insurance Long Term Care coverage Travel Insurance Medical & Dental coverage Segregated Funds Open Investments in Corporate Class TFSA Annuities Group Benefit Plans Contact Cindy at (604) 819-7574 for an appointment.
Call Now To Set Up An Appointment 203-45389 Luckakuck Way, Chilliwack, BC, V2R 3V1
Reach your financial goals with products and solutions for your wealth. I also specialize in retirement and estate planning. Some of the vehicles for wealth building are RRSPs, TFSA's, RESP's or RDSP's and Open Investments. You will be able to invest with the best financial companies in all of Canada with preferred rates. You may need life insurance, CI or DI. You may need insurance strategies for wealth transfer and estate planning to save taxes. I make sure I get the right product for you at the best price. I work with Manulife, Foresters, Empire, and other insurance companies to name a few. I also sell travel insurance and can usually save you money on these insurance plans. I strategize to help you and your family reach your financial dreams. I provide a detailed plan of how to reach your goals and meet regularly to adjust your goals as needed. I am and independent financial advisor, licensed in the provinces of BC and Alberta. I review your portfolio quarterly without fees. I love to help people grow their wealth. I will sit down with you and create a professional strategy for reducing debt, saving taxes and investing successfully for your future. Please call me on my cell at (604) 819-7574 for a complementary appointment.
44550 South Sumas Rd, Chilliwack, BC, V2R 5M3
203-45793 Luckakuck Way, Chilliwack, BC, V2R 5S3
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