Denroche & Co
Denroche & Co is a financial planning and wealth management firm based in Surrey, BC. Their mission is to simplify the financial planning process for clients, allowing for well-informed decisions regarding wealth creation, growth, and preservation.
Their approach involves a structured financial planning model that emphasizes coaching clients to understand their current financial status and future goals. By following a logical and holistic process, they offer tailored advice and recommendations to help individuals achieve their financial objectives.
Denroche & Co's methodology consists of six steps, starting from identifying financial goals to taking action and ensuring clients stay on track. Through a collaborative effort, they aim to empower clients to navigate the complexities of financial planning and build a path towards success.
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