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Dale Collins Prosperity Planning Professional

Aug 11th, 2022 at 02:22   Insurance   122-2871 Jacklin Rd, Victoria, BC V9B 0P3   4 views Reference: 713987
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General 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/


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