Investwell Wealth Management Inc Professional
Aug 10th, 2022 at 07:54 Insurance 8661 201st Street, 2nd Floor, Langley, BC V2Y 0G9 4 views Reference: 649169
General Information
Investwell Wealth Management Inc offers financial and insurance services to clients in Langley who seek assistance with investment management, taxes, retirement, education and estate planning, and insurance advice. We’ll provide you with the right strategies to achieve your wealth building goals. At Investwell Wealth Management, we are dedicated to providing comprehensive, integrated solutions that typically incorporate all key planning issues for our clients. We are private, non-proprietary advisors, and therefore we are uniquely positioned to provide you with professional, unbiased advice on an independent and ongoing basis. We also believe that achieving your financial dreams requires long-term planning, combined with appropriate and timely strategies. We're here to help you get there. Call us for a consultation.
Products & Services
- Life Annuities,
- Estate Bond,
- Guaranteed Investment Certificates (GICs),
- Tax-Free Savings Account (TFSA),
- Registered Disability Savings Plan (RDSP),
- Registered Education Savings Plan (RESP),
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- Registered Retirement Savings Plan (RRSP),
- Registered Retirement Income Fund (RRIF),
Products and Services
- Life Insurance,
- Disability Insurance,
- Income Replacement Insurance,
- Critical Illness Insurance,
- Long-term Care Insurance,
- Health & Dental Insurance,
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- Visitor To Canada Insurance,
- Super Visa Insurance,
- Travel Insurance,
- Personal Loan Insurance,
- Business Loan Insurance,
- Business Overhead Insurance,
- Buy Sell Agreement Insurance,
- Key Person Protection Insurance,
- Group Pension Plans,
- Group Life & Health Plan,
- Insured Retirement Plan (IRPs),
- Guaranteed Investment Funds (GIFs),
- Mutual Funds,
- Segregated Fund,
Brands Carried
- Canada Life,
- Manulife Financial,
- Sun Life,
- RBC Insurance,
- Equitable Life,
- Desjardins,
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- BMO Insurance,
- Ivari (Transamerica),
- Industrial Alliance,
- Foresters Life,
- Empire Life,
Specialties
- Investments Management,
- Retirement Planning,
- Education Planning,
- Estate Planning,
- Tax Management,
- Insurance Advice,
Languages Spoken
- English,
Opening Information
| Monday | 8:30 am - 5:00 pm |
|---|---|
| Tuesday | 8:30 am - 5:00 pm |
| Wednesday | 8:30 am - 5:00 pm |
| Thursday | 8:30 am - 5:00 pm |
| Friday | 8:30 am - 5:00 pm |
| Saturday | 10:00 am - 4:00 pm |
| Appointment Only | |
Website: http://www.theinvestwell.com/
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