44 matches were found for Legal-finance Our members are presented equally regardless of their alphabetical positioning. For an alphabetized list of these results CLICK HERE.
As a financial advisor I believe that everyone needs help as the industry is changing on a daily basis. I'm here working with your portfolio, recommending the best high-quality investments for your situation (using the research from our team of dedicated analysts in the home office) and monitoring our progress. And I'm here for the long-term to help keep you on track and celebrate the wins.
Brown Benefits has been exclusively marketing the Chambers of Commerce Group Insurance Plan for over twenty years. As Group Benefit & Financial Service specialists, we thrive on engaging dialogue with those that we work with. We achieve sound solutions through collaboration & communication. Trusting relationships & outstanding service are at the forefront of our practice.
Wyper Law provides mobile legal services around the South and Central Okanagan, including after hours and on weekends. Services include business and wills / estate planning.
Having an experienced financial advisor can help simplify the complexities of your wealth, and it can also help simplify your life. Through a disciplined process and investment choices based on your goals, time frame and risk tolerance, I can help you identify many opportunities ? to help make your life easier.
KOKM Lawyers is a leading law firm in the South Okanagan, with each lawyer carrying out a strong practice in their field. Together, its lawyers have an integrated practice group providing seamless service to a broad client base.
?Our clients are important to us. We know that life changes. We can assist you with some of the challenges that may come your way in a broad range of areas of law.
2024** celebrating 30 years of Investment Industry Experience locally
A passion for transforming people's relationships with their money, Lori delivers Wealth Management Advice and knowledge across the South Okanagan Valley and throughout Western Canada.
Her award winning personalized approach helps investors find balance in their everyday lives, and with the backing of BMO Private Wealth brings her clients access to a network of expert advisors.
Lori's clients include:
Retirees and snowbirds who flock to the area for its warm weather and active lifestyle
Multigenerational Vinters, orchardists and ranchers
Entrepreneurs and professionals who are ready to divest
Her strengths include:
Building investment portfolios designed to create a steady stream of income in all market conditions
Helping business owners to divest on their own terms and plan for a long and meaningful retirement
Pension plan transfers
Creating plans and strategies for multigenerational wealth transfer
Insurance for corporations & Holding companies , designed to create tax sheltering and estate preservation
Community Leadership:
Lori's community commitment has had a deep and influential impact. Forging paths to make a genuine difference throughout the local and surrounding communities, Lori has held leadership roles to support numerous community initiatives and social advocacy causes.
Lucid Law was established in 2009 by Devrin Froese. Since then, Devrin has helped hundreds of clients set up structures for business and estates purposes including corporations, partnerships, wills and trusts. He regularly helps First Nation communities implement tax planned business structures, complete mergers and acquisitions and advise on various other types of corporate and commercial arrangements and agreements. In addition, he regularly advises First Nation communities and leadership on other issues including law drafting, land code matters, corporate governance, leasing and real estate on First Nation lands, settlement of community trusts, land allocations, additions to reserve and housing policies and initiatives.
