Investment Companies & Services in North Park, Victoria, BC
Find accurate info on the best investment companies in North Park, Victoria. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 2 out of 2
Showing results: 1 - 2 out of 2
Results from the 'Investment Companies & Services' category in North Park, Victoria
Closed now
1708 Vancouver Street, Victoria, V8T 5M1
+1 250-383-4178
We are Canada's premier financial advisory network, offering comprehensive financial advice to Canadians from coast-to-coast. HollisWealth advisors are recognized experts who can provide expert insight into all of your financial options. 
Closed now
1012 North Park Street, NORTH PARK, Victoria, V8T 1C6
(250) 953-6813
Howe & Gramlich Wealth Management is an independent financial planning and asset management partnership located in Victoria, British Columbia, Canada. We help our clients create, preserve and protect their personal wealth. We are independent - we work for our clients, not a large financial institution. Our core business is comprehensive financial planning, tax planning, estate planning and investment management. We also help our clients manage risk through intelligent advice and our insurance/annuity brokerage services. We have a diverse client base exceeding 500 households, and we currently help manage over $80 Million of liquid investment assets. Our clients come from all walks of life, are generally in their 30’s to 80’s and have liquid investment assets ranging from five to seven figures. We are located in a lovely 1912 character house in the most beautiful city in North America: Victoria, BC . Licensing and affiliations: David Howe & David Gramlich are Representatives of Worldsource Financial Management. The partners of H&G are licensed Level II Insurance Agents. The partners of H&G are members of Advocis (The Financial Advisors Association of Canada). David Gramlich is a member of the Financial Planners Standards Council of Canada (FPSCC), the Chartered Life Underwriter Institute, and the Canadian Association of Chartered Financial Consultants. Mutual funds and related products are offered through Worldsource Financial Management Inc. Other products and services are offered through Howe & Gramlich Wealth Management.