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Odlum Brown - Michael Woods, CFP, CIM, Portfolio Manager
in Financial Planning, Chilliwack Fraser Rotary Club
Michael Woods is a Portfolio Manager in the Chilliwack, BC office of Odlum Brown. His commitment to you is that he will develop a lasting advisor/client relationships built on trust - the cornerstone of his business.
Suite 103 - 45425 Luckakuck Way
Chilliwack, British Columbia
V2R 2T7
Canada
1-800-663-5251
Fax: 604-824-4664
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
604-535-3854
Fax: 604-531-4586
Country Financial - Lesa Boxx
in Financial Planning, Insurance Services - Personal, Investment Services, Health and Medicine, Bellingham Bay Rotary Club
Country Financial provides both insurance and investment advice and products. Lesa Boxx joined Country Financial to fulfill a valuable need in our community. It's a great feeling to help my friends and neighbors achieve their goals!
1610 Grover Street
Lynden, Washington
98264-0000
United States
Empowered Business Coaching - Tony Malyk
in Business Services, Professional Services, Training/Facilitation, Financial Planning, Langley Central Rotary Club
Tony is a proud Rotarian and a Certified Professional Business Coach who works with business owners primarily in the manufacturing, distribution, technology and trades industries to reach their goals.
21389 86A Crescent
Langley, British Columbia
V1M 2A2
Canada
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
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
Banner Bank - Jeff Mitchell
in Financial Planning, Banking, Investment Services, Everett Rotary Club
It’s been 125 years, and Banner Bank remains committed to being the best provider of financial services in the West. Our motto, ‘Do the right thing,’ is much more than a slogan at Banner Bank.
2531 Colby Avenue
Everett, Washington
98201
United States
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
(360) 714-1234
Fax: (360) 738-3125
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
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