You have probably heard about holistic health which focuses on trying to use natural approaches to being healthy and having balance in life. It encompasses lifestyle, diet, spirit (frame of mind) and ties everything together. Holistic Wealth is similar. Holistic Wealth looks at more than just the numbers.
Rather than an advisor focusing primarily on only one aspect of your financial circumstances (often in relative isolation such as your debt, your investment portfolio or insurance protection), our Holistic Wealth approach encompasses all of these aspects including the emotional satisfaction. This means you can truly work with one practitioner to help address each and all of the issues.
Rather than an advisor focusing primarily on only one aspect of your financial circumstances (often in relative isolation such as your debt, your investment portfolio or insurance protection), our Holistic Wealth approach encompasses all of these aspects including the emotional satisfaction. This means you can truly work with one practitioner to help address each and all of the issues.
Services
Len has been in the financial services industry for more than 25 years. He works with clients on all aspects of their financial planning, investment and insurance needs. Len graduated from the University of Toronto, Victoria College with a Bachelor of Arts and has completed his Certified Financial Planner (CFP) in 1999.
We use our Holistic Wealth services in financial planning approach to assist people in managing their complete investment, insurance and debt portfolios. This means that in order to create a well-designed financial plan, it is important that we fully understand your current and desired financial situation, including debt management and your investment and insurance portfolios.
We use our Holistic Wealth services in financial planning approach to assist people in managing their complete investment, insurance and debt portfolios. Stocks, bonds, mutual funds and financial planning are offered through Manulife Securities Incorporated.
Insurance products and services are offered through Manulife Securities Insurance Agency (a licensed life insurance agency and affiliate of Manulife Securities) by Manulife Securities Advisors licensed as life agents.Manulife Securities is an indirectly, wholly-owned subsidiary of Manulife Financial Corporation (MFC).
Insurance products and services are offered through Manulife Securities Insurance Agency (a licensed life insurance agency and affiliate of Manulife Securities) by Manulife Securities Advisors licensed as life agents.Manulife Securities is an indirectly, wholly-owned subsidiary of Manulife Financial Corporation (MFC).
Holistic Wealth offers Tax Preparation services for individuals in Summerland, the South Okanagan, and even people across the country! Our Holistic Wealth process is a proactive service that inquires about your circumstances to introduce tax planning and tax reduction opportunities that you may not have thought of and you otherwise are missing.
There are a number of steps that one should complete in selecting an advisor. You should learn the answers to the questions below and ensure the person meets the criteria you require. How many years has the person been working in the industry? Is this person experienced in dealing with people similar to your circumstances?
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