An Independent Wealth Management firm serving the Kootenay's since 1995.
Guidance Planning Strategies Ltd. is an independent, wealth management firm, serving the Kootenay's since 1995.
We help our clients live their lives by design not default. To be truly successful the goal should be to live a balanced life. Our planning process is not just about a balance sheet, it must include conversations on how to make dreams realities.
Our goal oriented planning helps to bring clarity to the planning process, it is creative, thoughtful and innovative with attention to basic fundamentals and addresses all the issues; financial, life and legacy.
Creating a successful sustainable plan requires the craftsmanship of experienced craftsman. Skills learned through education and experience that cannot be duplicated by computers or robots. Whether building quality furniture or a well structured financial plan there is no substitute for the assistance of a well trained skilled craftsman.
With the assistance of Guidance Planning Strategies Ltd. living life by design not default can be a reality.
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Suzanne was amazing! She helped me on short notice and was so kind, clear and helped ...to add Guidance Planning Strategies map to your website;
