Financial Planner
- Thread starter InvestBC
- Start date
- Joined
- Sep 20, 2007
- Messages
- 50
QUOTE (InvestBC @ Jan 4 2008, 06:55 PM) Does anyone know of a good Financial Planner in the Lower Mainland area (Surrey) that they have had good dealings with?
Although I can`t recommend a specific individual in BC I can recommend a firm who has offices in BC. I`ve dealt with my advisor at Integral for a number of years in Ontario and they have treated me in a very professional and highly competent manner. Perhaps, they could recommend a quality individual for you in BC.
There contact info is:
Marjorie J Hull, CIM,CFP,FCSI,CSA
1-800-727-9246
905 945-8585
Lastly, I do not work in this industry, I`m just a happy client
They are a member of the IDA (Investment Dealer Association) whose members have to adhere to strict ethical and professional guidelines in order to maintain their good standing.
http://www.integralwealth.com
Happy New Year!
Steven
Although I can`t recommend a specific individual in BC I can recommend a firm who has offices in BC. I`ve dealt with my advisor at Integral for a number of years in Ontario and they have treated me in a very professional and highly competent manner. Perhaps, they could recommend a quality individual for you in BC.
There contact info is:
Marjorie J Hull, CIM,CFP,FCSI,CSA
1-800-727-9246
905 945-8585
Lastly, I do not work in this industry, I`m just a happy client
They are a member of the IDA (Investment Dealer Association) whose members have to adhere to strict ethical and professional guidelines in order to maintain their good standing.
http://www.integralwealth.com
Happy New Year!
Steven