Raymond James

Alan J Slang Wealth, located in Duncan, Canada, is an independent financial services office within the Raymond James family. With over 25 years of experience, Alan Slang provides personalized financial solutions for investors and savers, offering advice on stocks, bonds, insurance, and various other financial products. Committed to client relationships and effective communication, Alan Slang believes in guiding clients towards their financial goals through sound decisions and tailored strategies. Partnering with Raymond James, Alan Slang aims to help individuals and families navigate tax planning, estate planning, and investment opportunities to secure their financial future. Generated from their website

iA Private Wealth is a financial services firm based in Duncan, BC, specializing in wealth management and investment services for individuals and families. With a focus on personalized financial planning, iA Private Wealth aims to help clients achieve their long-term financial goals through tailored strategies and advice. By offering a range of financial products and services, iA Private Wealth strives to provide comprehensive solutions to meet the diverse needs of its clients. With a commitment to transparency and client satisfaction, the firm aims to build lasting relationships based on trust and integrity. Generated from their business information

Aviso Wealth, based in Duncan, BC, offers a range of wealth management solutions for individuals and businesses. With over $140 billion in assets under administration and management, Aviso provides personalized services to help clients grow and protect their wealth. The company prides itself on being a certified Great Place to Work®, emphasizing an exceptional culture that leads to exceptional results. Aviso values career development and fosters a team of talented professionals dedicated to delivering outstanding client experiences. Aviso focuses on building a healthy Canadian wealth ecosystem, blending technology-enabled experiences with personalized, human connections. The company's commitment to partnership and trust ensures that clients receive comprehensive and customizable wealth management, investing, and insurance solutions. Generated from the website content