131 7 Ave S #100, Cranbrook, BC V1C 2J3
Guidance Planning Strategies Ltd., Cranbrook, BC
Opening Hours
Closed now, Opens in 7 hours
| Saturday | 7:00 p.m. - 6:00 p.m. |
| Sunday | Closed |
| Monday | 10:00 a.m. - 7:00 p.m. |
| Tuesday | 10:00 a.m. - 7:00 p.m. |
| Wednesday | 10:00 a.m. - 7:00 p.m. |
| Thursday | 10:00 a.m. - 7:00 p.m. |
| Friday | 10:00 a.m. - 7:00 p.m. |
updated on 2/5/2025
Opening Hours
Closed now, Opens in 7 hours
| Saturday | 7:00 p.m. - 6:00 p.m. |
| Sunday | Closed |
| Monday | 10:00 a.m. - 7:00 p.m. |
| Tuesday | 10:00 a.m. - 7:00 p.m. |
| Wednesday | 10:00 a.m. - 7:00 p.m. |
| Thursday | 10:00 a.m. - 7:00 p.m. |
| Friday | 10:00 a.m. - 7:00 p.m. |
Reviews
Reviews summary
AI-powered summary from recent reviews sourced from Cylex, Yably and other trusted platforms.
Customers praise Guidance Planning Strategies' financial advisor Chance for his professionalism, knowledge, patience, and thoroughness. He is described as reliable, supportive, and dedicated to clients' financial success and education. Chance is commended for making complex financial topics understandable and for being reachable and responsive. His passion for his work and commitment to personalized plans are noted.
- knowledgeable
- professional
- supportive
- passionate
- thorough
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Description
Guidance Planning Strategies is an independent British Columbia insurance broker offering full financial services to Cranbrook and the Kootenays.
Company description
Independent insurance and mutual fund broker, specializing in estate and financial planning.
We help families make smart choices about money.
Keep more of what you earn and pay less tax, create family money that will last for generations. Guidance Planning Strategies is an independent insurance and mutual fund broker providing Financial and Retirement planning services to the Kootenay's since 1995. Colin Campbell, CFP, CLU, CH.F.C and Karla Graff, B. Admin are dedicated to providing quality products and services to our clients. We are members of Advocis, the Association of Insurance and Investment Advisors and adhere to the associations code of ethics and principles of best practices.
Categories & Keywords
- Estate Planning
- Mutual Funds
- Mortgage
- Long-Term Care
- Insurance
- Financial
- Insurance Brokers
- RRSP
- Life Insurance
- Disability Insurance
- Pension Plans
- Risk Management
- Financial Planners
- Critical Illness
- BUSINESS SUCCESSION PLANNING
- Gic
- Financial Consultants
- Life Insurance Agency
- Insurance Guaranteed Investment Funds
- Group Employee Benefits
- Tfsa
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