Guidance Planning Strategies
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Guidance Planning Strategies is an independent insurance brokerage company operating in Cranbrook. Offering a range of financial planning services, we cooperate with companies such as Manulife, Desjardins, Industrial Alliance and others to help you achieve your financial goals. Talk to us about life insurance, critical illness insurance or disability insurance, to protect yourself and your family from unexpected events. Please visit our website for more information on our team. more... See more text

Products and Services

  • Life Insurance,
  • Disability Insurance,
  • Critical Illness Insurance,
  • Long Term Care,
  • GIC's,
  • RRSP's,
    • RESP's,
    • TFSA's,
    • Mutual Funds,
    • Mortgages,
    • Individual Benefits Plans,
    • Employee Benefits,
    • Financial Planning,
    • Retirement Planning,
    • Wealth Accumulation,
  • more...
  • less...

Brands Carried

  • Manulife,
  • Canada Life,
  • Industrial Alliance,
  • Foresters,
  • The Edge,
  • Portfolio Strategies,
    • PPI Solutions,
  • more...
  • less...

Specialties

  • Financial Planning,
  • Retirement Planning,
  • Employee Benefits,
  • Risk Management,
  • Wealth Accumulation,

Languages Spoken

  • English,
Location
100-131 7th Ave S, Cranbrook, BC V1C 4J5
Useful Information

Opening Hours *Holiday hours

Monday
Tuesday
Wednesday
Thursday
Friday
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Ratings & Reviews - Guidance Planning Strategies

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    SloneJay
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    Great Experiance!

    Had a Great experiance! When I called I was greeted with a pleasent happy voice and in person with a pleasent smile. All that worked there were very profecianal and pleasant. Treated me like a good friend even though it was my first time ever being there. Spencer at the front desk was very nice and kept me company until I could be seen. I met with Colin he was very knowledgable and pleasent, seemed to know insurance and financial planning through and through. Also met the women that works there briefly, I think her name was Karen she was wonderfull as well. A wonderfull experiance and they were able to help me will everthing I needed. Five Stars!!

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