Guidance Planning Strategies

5/5
Location
Information
Reviews
Details

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
127 Kootenay St N, Cranbrook, BC V1C 3T5
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
    By

    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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