Guidance Planning Strategies
Financial & Investment Services
Reach out to book a meeting. I can meet during regular business hours, after dinner, or weekends.
In the GroundFloor Co-working Space on 7th Ave South just down the street from Esso. Across the street from the Orthodox church and Jackson's Heating.
Guidance Planning Strategies has been guiding families in the East Kootenays to brighter financial futures since 1995. By taking the time to learn the details of every client's financial picture, we are able to make meaningful and long lasting financial recommendation using the many financial tools only offered through independent life licensed advisors. Banks can only offer specific options and will typically only offer you their own products. Being independent, we shop the investment and personal insurance market for our clients so they know they are getting the best price for the best product. Give us a call or shoot us an email if you're looking to take your finances to the next level or even just want a second opinion.