Carol Dorey

Max Wealth Financial Management, located in Langley, BC, is dedicated to delivering comprehensive financial planning and investment management services tailored to meet the unique needs of individuals, families, business owners, and retirees. Their approach emphasizes disciplined planning, risk management, and personalized guidance to help clients achieve their long-term financial goals. The firm's team, led by Patrick Choquette and Shannon Homfeld, employs analytical insights and a structured process to craft strategies that encompass all aspects of financial life. Through a steadfast commitment to their clients' financial well-being, Max Wealth aims to create pathways for sustainable wealth and successful transitions in both business and personal finance. Generated from the website

Located in the picturesque Langley, BC, Assante Wealth Management stands out as a beacon of financial expertise in the community. Nestled amidst the serene surroundings, this establishment offers tailored financial planning services that cater to the diverse needs of individuals seeking to secure their financial futures. With a team of seasoned professionals at the helm, Assante Wealth Management in Langley provides a personalized approach to financial planning, ensuring clients receive comprehensive guidance on investment strategies, retirement planning, and wealth management. Whether you're a seasoned investor or just starting to build your portfolio, this financial planner prides itself on delivering meticulous attention to detail and a deep understanding of the ever-evolving financial landscape. Generated using this place's available information

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.