Listings in Psychological Services, Financial Planning, Accounting & Bookkeeping and Information Technology Management

MNP: Accounting - Leslie McConnell, CPA, CGA

in Business Services, Accounting & Bookkeeping, Tax Planning, Abbotsford Rotary Club

Leslie McConnell is an agriculture accounting specialist. She provides accounting, tax planning and business advisory services to a diverse group of small to mid-sized owner managed businesses from all sectors of BC's economy.

300 - 32988 South Fraser Way
Abbotsford, British Columbia V2S 2A8
Canada

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Toyer, Dietrich & Associates - Bruce N. Dietrich

in Accounting & Bookkeeping, Everett Port Gardner Rotary Club

Whether doing your income taxes, providing Quickbooks training and consulting, or providing expeft business financial advice, you will find our staff is committed to providing the best service in Everett, Marysville and all of Snohomish and beyond.

3801 Colby Avenue,
Everett, Washington 98201
United States

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Heritage Bank - John Stewart (Commercial Banker - Senior Vice President)

in Financial Planning, Banking, Investment Services, Bellingham Rotary Club

More than a community bank. A community of banks. We serve customers with needs and dreams as unique as they are. Customers like you. We’re located throughout the Pacific Northwest. We believe in helping others for the health of our communities.

265 York Street
Bellingham, Washington 98225
United States

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Assante Capital Management Ltd. - David Robinson

in Financial Planning, Investment Services, Chilliwack Rotary Club

At Assante Wealth Management, we understand that everyone's financial situation is unique and that managing your wealth can be complex and time-consuming. An Assante Wealth Management Advisor can simplify your life.

205 - 46167 Yale Rd.
Chilliwack, British Columbia V2P 2P2
Canada

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RBC Dominion Securities - Linda Holmes

in Financial Planning, Estate Management, Investment Services, Wealth Management, Semiahmoo Rotary Club

Providing personalized wealth management services. Are your finances in order today? Are you headed in the right direction for the future? Are you reasonably prepared for the unexpected? Call me for a free, no obligation consultation.

Suite 400 – 2626 Croydon Drive
Surrey, British Columbia V3Z 0S8
Canada

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KPMG - Sean Reid, CPA, CA

in Accounting & Bookkeeping, Chilliwack Rotary Club

Sean Reid is a partner with KPMG, working in the Chilliwack, BC office. KPMG is a Canadian leader in delivering Audit, Tax, and Advisory services.

200-9123 Mary Street
Chilliwack, British Columbia V2P 4H7
Canada

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RBC Dominion Securities Wealth Advisor - Darlene Koller

in Financial Planning, Estate Management, Chilliwack Mt. Cheam Rotary club

Darlene Koller is a Portfolio Manager and Wealth Advisor as well as a certified financial planner and chartered insurance professional for RBC Dominion Securities. Contact Darlene today for a free consultation.

9296 Main St.
Chilliwack, British Columbia V2P 4M5
Canada

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Financial Plan, Inc. - Nathan Twining

in Financial Planning, Financial Advice, Wealth Management, Bellingham Rotary Club

Financial Plan Inc. is a Fee-Only Investment Advisory firm, providing peace of mind through expertise, comprehensive planning, and objective advice. Nathan Twining, CFP, serves as a Lead Advisor, building, managing and implementing plans for clients.

2115 Barkley Blvd. Suite 101
Bellingham, WA 98226
United States

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(360) 714-1234
Fax: (360) 738-3125

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Coastal Community Bank - Branch Manager - Katy Woods (Monroe Branch)

in Financial Planning, Banking, Monroe Rotary Club

Katy Woods is the Branch Manager of the Monroe branch of Coastal Community Banking. At Coastal Community Bank, community isn't just our middle name. It's how we do business.

19351 SR 2
Monroe, Washington 98272
United States

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Financial Planning & Life Insurance Solutions - Travis Strain

in Financial Planning, Insurance Services - Personal, Investment Services, Langley Central Rotary Club

Travis Strain, CFP has been a financial advisor since 2006, with his practice based out of Langley BC. Travis is know for fantastic customer service, accuracy under pressure and conservative behaviour in complex situations.

#200 - 8661 201 Street
Langley, British Columbia V2Y 0G9
Canada

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