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R Knowles & Associates Professional

Aug 1st, 2022 at 09:05   Insurance   1900-1500 Georgia St W, Vancouver, BC V6G 2Z6   9 views Reference: 98918
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General Information

The award winning R Knowles & Associates' Financial and Estate Planning, Wealth and Risk Management has served the north shore for over 25 years and is affiliated with the nationally accredited and independent financial advisory firm, Customplan Financial Advisors Inc. (a.k.a. Equinox Financial Group Inc.). A fully licensed and registered firm through both the BC Securities Commission and the Insurance Council of BC, since 1990, we have provided the choice between fee-for-service or commission based options or a combination of both services. Written reports with results expectations to establish a new portfolio or for second opinions (e.g. investments or tax analysis) to special issues (e.g. insurance review and analysis for personal or company needs with current national insurance rate comparison). Summary statement reporting. Free initial consultation with recommendations.

Products and Services

  • Financial Planning,
  • Risk Management,

Languages Spoken

  • English,

Opening Information

Monday 9:00 am - 5:00 pm
Tuesday 9:00 am - 5:00 pm
Wednesday 9:00 am - 5:00 pm
Thursday 9:00 am - 5:00 pm
Friday 9:00 am - 5:00 pm

Accepted Payment Method(s)

Cash

Website: http://customplanfinancial.com/


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