Contact

Address:
#1100-650 West Georgia Street
Vancouver V6B 4N9
BC
Canada
Phone number:
604-661-1489
Fax:
604-661-7494
Email:
tom.pownall@scotiawealth.com

OPEN HOURS

Monday
6:30 - 15:30
Tuesday
6:30 - 15:30
Wednesday
6:30 - 15:30
Thursday
6:30 - 15:30
Friday
6:30 - 15:30
Saturday
Closed
Sunday
Closed

Location on map

Photos

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Company description

To ensure our clients success we have created the 3D process. Discovery: A complementary financial plan, is created to uncover and undersant all of th elclietns assets and objectives of each asset. This allows us to understand the individual families needs. Design: Investment Policy Statement is created which transforms the clients needs and objectives into a frame work of asset allocation. Deploy: To achieve the mandate provided we access, GIC's, Bonds, Equities, ETF's to fulfill the mandate

More details

Keywords
Retirement Planning, Retirement Income, Pension, Fixed Income, Inheritance, Financial Planner, Estate Planning, Dividends, Preferred Shares, Bluechip Stocks

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