Dale Collins Prosperity Planning Professional
Aug 10th, 2022 at 12:55 Insurance 122-2871 Jacklin Rd, Victoria, BC V9B 0P3 7 views Reference: 696628General Information
I help my clients figure out where they are going, and how to get there. My greatest satisfaction comes from seeing my clients reach their goals. This could be buying their first home, retiring comfortably, or creating an estate plan that insures assets will be transferred seamlessly to their loved ones. I enjoy getting to know my clients on a personal and professional level; I show them how having a certified financial planner in their lives means less stress as they experience more guidance in creating the life they desire
Products and Services
- Financial Planning,
- Estate Planning,
- Segregated Funds,
- Mutual Funds,
- Retirement Planning,
- Insurance Planning,
-
- Life Insurance,
- Critical Illness Insurance,
- Group Benefits,
Specialties
- Financial Service,
- Financial Planning,
- Certified Financial Planner,
- Elder Planning Counsellor,
Languages Spoken
- English,
Opening Information
Call Or Email To Set Up An Appointment | |
---|---|
Appointment Only |
Website: http://www.prosperity-planning.com/
Tags:
insuranceWhen you call, Don't forget to mention PortUGo whenever you will call to user. Be safe during payment.
Seller Information
Name
Dale Collins Prosperity Planning
Total Listing
Website
About Seller
I help my clients figure out where they are going, and how to get there. My greatest satisfaction comes from seeing my clients reach their goals. This could be buying their first home, retiring comfortably, or creating an estate plan that insures assets will be transferred seamlessly to their loved ones. I enjoy getting to know my clients on a personal and professional level; I show them how having a certified financial planner in their lives means less stress as they experience more guidance in creating the life they desire
Products and Services
Financial Planning,
Estate Planning,
Segregated Funds,
Mutual Funds,
Retirement Planning,
Insurance Planning,
Life Insurance,
Critical Illness Insurance,
Group Benefits,
more...
less...
Specialties
Financial Service,
Financial Planning,
Certified Financial Planner,
Elder Planning Counsellor,
Languages Spoken
English,