Equuis Wealth Management on Our Okanagan:

Equuis Wealth Management helps clients with their personal and business financial and wealth management needs anywhere in British Columbia and Alberta including estate planning, retirement planning, investment management, insurances, and more.

Managing wealth is not just about a return on your investments and financial abundance. When you have a sound financial plan and your money is working for you, you have the time and peace of mind for the things that are important to you - like family and friends, travel, personal development, community involvement and philanthropy. Helping our clients prosper and achieve their life's goals is our passion.

At Equuis Wealth Management we have a sincere interest in educating and coaching our clients through the often difficult process of making the right financial decisions, and setting up a financial plan that grows with you. Over the course of a lifetime, you will face different financial issues, like starting a new business, building wealth, providing for your children and grandchildren, retiring, and wherever else your passions may take you. We will help you every step of the way.

Our Okanagan is a quick and easy-to-use search tool that lets you discover and celebrate what the Okanagan Valley has to offer. Check out all the businesses, services, products, promotions and sales our beautiful valley has to offer!
Edit Widescreen Slideshow (original)
Edit Filmstrip Gallery (new)

To publish updates, events and sales/promotions, go to My Account. Edit your information, post new Job/Volunteer opportunities, RFPs and Investment Opportunities below on this page.

Equuis Wealth Management
Business Logo

Address 3301 Coldstream Avenue

Vernon, BC
V1T 1Y1
(View Map)
Phone (250) 260-1104
Fax
Business
Keywords
financial planning, financial advisor, financial management, financial plan, estate planning, wealth management, investment management, financial planner, money management, retirement planning, estate planning, financial help, financial advice, financial consultant, insurance, business
Key Contact Janet Fish
Email
Website www.equuis.ca
Social
Description

Equuis Wealth Management helps clients with their personal and business financial and wealth management needs anywhere in British Columbia and Alberta including estate planning, retirement planning, investment management, insurances, and more.

Managing wealth is not just about a return on your investments and financial abundance. When you have a sound financial plan and your money is working for you, you have the time and peace of mind for the things that are important to you - like family and friends, travel, personal development, community involvement and philanthropy. Helping our clients prosper and achieve their life's goals is our passion.

At Equuis Wealth Management we have a sincere interest in educating and coaching our clients through the often difficult process of making the right financial decisions, and setting up a financial plan that grows with you. Over the course of a lifetime, you will face different financial issues, like starting a new business, building wealth, providing for your children and grandchildren, retiring, and wherever else your passions may take you. We will help you every step of the way.

What We Offer

Asset Protection

Estate Planning

Financial Planning

Retirement Planning

This business did not post any Updates, Events or Sales/Promotions.

There are no job/volunteer opportunities available at the moment.

There are no Request for Proposals available at the moment.

There are no Investment Opportunities available at the moment.