Columbia Basin Financial Wellness Group Ltd.
Financial & Investment ServicesFinancial & Investment ServicesInsurance Brokers & Financial Services
Independent Investment & Life Insurance Brokers since 1993 Whether your financial needs are as simple as help with budgeting or more complex like working through a technical estate or succession planning for your major corporation, we can help. With decades of experience in the ever-evolving insurance industry, I have the expertise and diverse background to help clients reach their financial and insurance goals. As an independent insurance and investment broker, I represent all the major insurance companies in Canada.
I partner and work with specialists in the insurance and investment industries to assist my clients in the following:
Individual & Corporate Estate and Succession Planning | Investment Portfolio Management | Personal Financial Planning for all ages and all financial situations | Living Benefits – disability, critical illness, and long-term care insurance | Corporate / Small Business Group Benefit | Plans for Employees | Financial Planning – for all ages and financial situations | High Net-Worth Wealth Management... And so much more
Contact me today to discuss what services are right for you.