Listings in Financial Planning, Hospitality and Law Practice

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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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

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BTM Lawyers LLP - Michael Poznanski

in Law Practice, Estate Management, Business Consulting, Port Moody Rotary Club

Michael Poznanski is a business and estate planning lawyer, who assists local business owners and families with BTM Lawyers, a full service law firm.

#530-130 Brew Street
Port Moody, British Columbia V3H 0E3
Canada

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The Inn At Lynden - Teri Treat

in Hospitality, Hotel Accommodation, Bellingham Rotary Club

The Inn At Lynden is a 35 room boutique hotel situated in the heart of downtown Lynden, WA. Now on the National Registry of Historical Places, we welcome guests into thoroughly modern and comfortable rooms in a uniquely historical experience.

100 - 5th Street
Lynden, Washington 98264
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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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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Bailey, Duskin & Peiffle, P.S., Attorneys - Breanne Martin

in Law Practice, Arlington Rotary Club

Experienced Arlington Attorneys - for over 60 years, Bailey, Duskin & Peiffle, P.S. has been serving the needs of North Snohomish County businesses and individuals. Our firm represents individuals, businesses, and municipalities throughout Snohomish.

103 North Street
Arlington, Washington 98223
United States

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Coast Capital Savings (Financial Planning Pro) - Theilade, CFP PFP

in Business Services, Financial Planning, Mission Mid-Day Rotary Club

As a Certified Financial Planner, Aaron Theilade can help you plan for your future financial success. Coast Capital Savings is Canada's largest credit union by membership. At Coast Capital Savings we ask our members: How can we help you?

320 - 19800 Lougheed Highway
Maple Ridge, British Columbia V3Y 2W1
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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