Financial Planning in Vancouver BC - PowerPoint PPT Presentation

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Financial Planning in Vancouver BC

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Why use financial planning services that cover only one area of your personal finances? With Pacific Spirit, you can be confident you are receiving quality financial advice from our team of experts with CPA, CFA and CFP designations. – PowerPoint PPT presentation

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Title: Financial Planning in Vancouver BC


1
Financial Planning in Vancouver BC
  • Why use financial planning services that cover
    only one area of your personal finances? With
    Pacific Spirit, you can be confident you are
    receiving quality financial advice from our team
    of experts with CPA, CFA and CFP designations. We
    practice in the following specialized areas
    retirement planning, estate planning, pension
    evaluations, and insurance reviews. To know
    more please visit http//www.pacificspirit.ca/our
    -services/financial-planning/

2
About Wealth Management Advising Service
  • We are wealth management advisers with 20 years
    of experience and a strong track record. We
    provide fee-only financial advice that is never
    commission-motivated or influenced by parent
    company brands.
  • In 2011, 2012, and 2013, John S Clark, the owner
    of Pacific Spirit, was recognized as a Five Star
    Wealth Manager. To earn this award, Wealth
    Managers had to meet ten objective eligibility
    and evaluation criteria associated with
    outstanding client service.
  • Address 1100 800 West Pender Street,
    Vancouver, BC V6C 2V6
  • Phone 604-687-0123
  • Fax 604-687-0128
  • Email info_at_pacificspirit.ca
  • Website http//www.pacificspirit.ca/
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