Personal Information
Entreprise/Lieu de travail
British Columbia, Canada Canada
Profession
Investment Advisor - JGA Wealth Group at TD Wealth
Secteur d’activité
Finance / Banking / Insurance
Site Web
http://www.jgawealthgroup.ca
À propos
As an Investment Advisor based in Kelowna, BC with TD Wealth Private Investment Advice, I specialize in providing fee-based comprehensive wealth management and holistic financial planning strategies to a select group of exceptional individuals and their families through JGA Wealth Group.
I am fortunate to lead a team of highly experienced and accredited wealth professionals to personally assist you and your family. My team and I work with a limited number of clients to deliver this focused and deliberate approach which allows us to spend more time helping our clients and working with them and their other professional advisors to deliver integrated financial solutions.
I have held the p...
Mots-clés
#brexit #economics #worldmarkets
#tax #financialplanning #2016
Tout plus
Personal Information
Entreprise/Lieu de travail
British Columbia, Canada Canada
Profession
Investment Advisor - JGA Wealth Group at TD Wealth
Secteur d’activité
Finance / Banking / Insurance
Site Web
http://www.jgawealthgroup.ca
À propos
As an Investment Advisor based in Kelowna, BC with TD Wealth Private Investment Advice, I specialize in providing fee-based comprehensive wealth management and holistic financial planning strategies to a select group of exceptional individuals and their families through JGA Wealth Group.
I am fortunate to lead a team of highly experienced and accredited wealth professionals to personally assist you and your family. My team and I work with a limited number of clients to deliver this focused and deliberate approach which allows us to spend more time helping our clients and working with them and their other professional advisors to deliver integrated financial solutions.
I have held the p...
Mots-clés
#brexit #economics #worldmarkets
#tax #financialplanning #2016
Tout plus