Financial Planning
/
Langford

Prosperity Planning

Email
dale@prosperity-planning.com
Address
122-2871 Jacklin Rd, Victoria, BC V9B 0P3
Phone 1
Keyword
Estate planning, Financial planning, group benefits, Insurance planning, Investment planning, mutual funds, Retirement planning, UK pension transfers, wealth management
  • Hours:

    Monday - Friday 8:30am-4:30pm

Financial Planning can help you:

  • Maximize your investment returns
  • Make your retirement years more comfortable and secure
  • Increase your savings and optimize the growth of your wealth
  • Improve your cash flow for a better balance between income and expenses
  • Accumulate funds for special goals, like higher education for your children
  • Look after your dependents in case of death or disability
  • Estimate your insurance needs
  • Have more confidence in your financial decisions
  • Transfer the assets of your estate to your heirs in the most effective way

Services Offered:

  • Investment Planning
  • Retirement Planning
  • Insurance Planning
  • Estate Planning
  • Group Benefits
  • Mutual Funds
  • Segregated Funds
  • UK Pension Transfers

 

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