Beneva

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Sorain Smaddar-TD Financial Planner, located in Surrey, British Columbia, offers a wide range of financial services tailored for personal, small business, and commercial investing. Their expertise encompasses various investment options including stocks, ETF, mutual funds, and self-directed accounts, while providing personalized advice through TD Wealth's Financial Planning and Private Wealth Management services. The firm invites clients to engage in self-directed investing or invest through a wealth advisor, ensuring they have access to comprehensive investment management strategies and estate planning services. Additionally, they cater to diverse communities by employing specialized wealth advice that meets the unique needs of business owners, healthcare professionals, and various demographic groups. Generated from the website

Concentra is a financial institution based in Surrey, BC, and operates as a subsidiary of Equitable Bank, having joined the bank in 2022. The company offers a range of financial products and services, including Registered Disability Savings Plans, Registered Education Savings Plans, and various tax-advantaged accounts to help individuals and families achieve their financial goals. With a commitment to enhancing financial independence, Concentra collaborates with credit unions across Canada to provide accessible savings solutions. Their offerings also include mortgages and investment accounts, ensuring clients have the tools needed for effective financial management and growth. Generated from the website