Partners in Planning

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.

iA Private Wealth, formerly known as iA Securities & HollisWealth, has rebranded to reflect its core mission of providing tailored wealth management solutions for investors across Canada. By partnering with an iA Private Wealth Investment Advisor, clients gain access to comprehensive financial planning that encompasses their unique needs and aspirations. With a focus on six key priorities, including investing, saving and borrowing, education planning, tax planning, risk management, and will and estate planning, iA Private Wealth ensures a holistic approach to wealth creation and preservation. By emphasizing unbiased advice, collaboration, and transparency, their advisors craft personalized strategies to help clients achieve their financial goals. Generated from the website content

Precision Wealth Management LTD, located in Parksville, BC, has been providing financial expertise since 1996, focusing on a highly personalized approach to wealth management. Their services include tax planning, estate planning, portfolio analysis, insurance planning, retirement planning, and overall financial planning, catering to clients across Canada and worldwide. Led by a team of experienced professionals, including managing partners with extensive backgrounds in investment management, Precision Wealth Management emphasizes understanding each client's unique situation to help them achieve their financial goals. The firm is dedicated to delivering peace of mind through tailored strategies that protect and grow clients' financial assets. Generated from the website