Listings in Tax Planning, Investment Services and Benefit Plans

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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Larry Saint Claim Adjusting

in Financial Planning, Investment Services, Lake Stevens Rotary Club

I have handled multi-line claims since 1974. I successfully negotiated small and large bodily injury and fire claims. Auto and boat appraisal experience. I am a Washington Licensed Independent adjuster.

Lake Stevens, Washington
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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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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The Barber Group/Mackie Research Capital Corporation - Anthony Sandler

in Investment Services, Port Moody Rotary Club

The Barber Group offers wealth management expertise overlaid on a disciplined investment management strategy that focuses on improving upon benchmark returns with high conviction opportunities in the equity, fixed income and alternatives markets

1075 West Georgia Street,
Vancouver BC,
Vancouver, British Columbia V6E 3C9
Canada

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BDO Canada LLP - Accounting, Tax Advisory - Paul Coltura (Langley, BC)

in Professional Services, Accounting & Bookkeeping, Tax Planning, Langley Central Rotary Club

BDO is one of the leading accounting and advisory firms in Canada. Paul Coltura is a Partner in Audit and Assurance at BDO, in the Langley, BC office. With over 20 years experience as a CA, Paul deals primarily with owner-managed businesses.

220 - 19916 64 Avenue
Langley, British Columbia V2Y 1A2
Canada

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Country Financial - Lesa Ferguson

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

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360-354-2975
Fax: 1 360-354-4785

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Architype Benefits - Greg Archibald

in Business Services, Benefit Plans, Port Coquitlam Centennial Rotary Club, Health and Dental plans

Health and dental coverage with a guaranteed no-price-increase option, refund of excess premium, better plan flexibility, lower overhead so more money stays in your plan, and a Rotary Association discount payable to your Rotary club.

#206 – 1220 Falcon Drive
Coquitlam, British Columbia V3E 2E5
Canada

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