Equuis Wealth Management provides financial and wealth management services to clients in BC & Alberta, personalized for you or your business, including estate planning, retirement planning, investment management, business information and insurances. Go to full description...
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Managing wealth is not just about a return on your investments and financial abundance. When you have a sound financial plan and your money is working for you, you have the time and peace of mind for the things that are important to you - like family and friends, travel, personal development, community involvement and philanthropy. Helping our clients prosper and achieve their life's goals is our passion.
At Equuis Wealth Management we have a sincere interest in educating and coaching our clients through the often difficult process of making the right financial decisions, and setting up a financial plan that grows with you. Over the course of a lifetime, you will face different financial issues, like starting a new business, building wealth, providing for your children and grandchildren, retiring, and wherever else your passions may take you. We will help you every step of the way.
Call Equuis Wealth Management at 250-260-1104 for a free consultation or visit their website at www.equuis.ca.