Equuis Wealth Management consists of financial advisors located in Vernon, BC. We help clients throughout British Columbia and Alberta realize their dreams. The fact that you are visiting our website means you are looking into financial planning or looking for a new solution. Take control of your financial well-being, but don't do it alone.
It will give you peace of mind and freedom, knowing that you are doing what you can to grow your wealth, that you are on track to experience your dreams, and that your loved ones are looked after. A leading cause of why people don't grow wealth for themselves is they are slaves to paying off debt. Start being the master of your finances today!
It will give you peace of mind and freedom, knowing that you are doing what you can to grow your wealth, that you are on track to experience your dreams, and that your loved ones are looked after. A leading cause of why people don't grow wealth for themselves is they are slaves to paying off debt. Start being the master of your finances today!
Services
Equuis Wealth Management Inc. is a unique practice where each advisor is truly a financial planner and owns their own individual businesses. The advisors in our office share their expertise with each other and each person has their specialty, ranging from debt and savings coaching, to protection planning, to estate, tax and business planning.
To this we say, Come on in! People are put at ease almost immediately when they come in to meet us for the first time. By the end of the meeting they feel relieved they have found someone who listens to what is important to them, and they come away with options for getting started on their personal plan.
Do you want to be in control of your money and have financial freedom? We are very excited about a new Cash Flow Planning tool we are using because we have seen such amazing results! When most people think about cash flow and managing money they tend to think of the word "budgeting" and focusing on how to get out of debt.
Before we set up an investment plan, we talk about all of these things and then decide on a plan you are comfortable with. To give you an idea of the type of investments available, and how time frames and level of risk affect the rate of return, we are going to explain it by using the following examples.
Estate planning is an on-going process for the accumulation, preservation and use of your assets to achieve security for yourself and your family during your lifetime and after death. During our lifetimes we build our assets. Often these assets are created for today's needs; the house, the cottage, and the art collection.
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