Equuis Wealth Management

About

We help you with sound financial planning to get your money working for you. See http://www.equuis.ca for more.

Story

Managing wealth is not just about a return on your investments and financial abundance. When you have a sound financial plan and your money is working for you, you have the time and peace of mind for the things that are important to you - like family and friends, travel, personal development, community involvement and philanthropy. Helping our clients prosper and achieve their life's goals is our passion.

At Equuis Wealth Management™ we have a sincere interest in educating and coaching our clients through the often difficult process of making the right financial decisions, and setting up a financial plan that grows with you. Over the course of a lifetime, you will face different financial issues, like starting a new business, building wealth, providing for your children and grandchildren, retiring, and wherever else your passions may take you. We will help you every step of the way.

Equuis Wealth Management™ consists of financial advisors located in Vernon, BC that provide personalized financial and wealth management services to clients in BC & Alberta including:

- estate planning
- retirement planning
- investment planning
- business financial planning
- insurance protection such as life insurance, disability insurance, medical/health coverage, etc

At Equuis Wealth Management™ it's really ALL ABOUT YOU!

Visit our website at www.equuis.ca for more information or call us at 250-260-1104 for a complementary consultation.