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.
Services/Products
Risk Management, Financial Planning
Payment Methods
Cash
Categories
Employee Benefit PlansEmployee Benefit Plans in BCEmployee Benefit Plans in VancouverEmployee Benefit Plans in DowntownFinancial PlannersFinancial Planners in BCFinancial Planners in VancouverFinancial Planners in DowntownHealthTravel& Life InsuranceHealthTravel& Life Insurance in BCHealthTravel& Life Insurance in VancouverHealthTravel& Life Insurance in DowntownInvestment Advisory ServicesInvestment Advisory Services in BCInvestment Advisory Services in VancouverInvestment Advisory Services in Downtown