Our clients enjoy exceptional service allowing them to build and preserve their wealth with peace of mind. We provide prudent advice in financial planning, investment management, risk management and estate planning. Mutual funds and some segregated funds provided by the funds companies are offered through Worldsource Financial Management Inc., sponsoring mutual funds dealer.
Other products and services are offered through Howe & Gramlich Wealth Management.
Other products and services are offered through Howe & Gramlich Wealth Management.
Services
We're an independent financial planning and investment firm located in Victoria, British Columbia, Canada. We currently have over $120 Million of liquid investment assets under administration ranging from five to seven figures. The partners of Howe & Gramlich are seasoned financial professionals, with over 49 years of combined industry experience.
All of these products are generally available in non-registered, RRSP, LIRA, RRIF, LIF, TFSA and RESP accounts. Balanced, dividend and income mutual funds* with systematic withdrawal plan (SWP) or dividend income. All of these products are generally available in non-registered accounts and for registered funds inside RRSP, RRIF, LIF, LRIF, and TFSA accounts.
A core component of comprehensive financial planning is the management of financial risk. Insurance is generally not available for trivial financial risk. Individuals must therefore absorb the potential losses involved with small financial risks. Insurance is available for most kinds of moderate and notable financial risk.
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