Equuis Wealth Management, Vernon, BC

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. We are also involved in a "quarterbacking" or coordinating capacity with the clients other advisors - for example: accountant, lawyer, broker, tax preparation and other professionals. In this way, everyone is "singing from the same song sheet" and the client is truly served. "Wealth Care for you" is our slogan. Our experience has taught us many things. The most important is that people want to know they are on the right track and most often don't know what questions to ask, and as a result, don't know what tools are available to them. This is where we serve you. Helping you by asking questions, getting a clear picture of your needs and then making recommendations specific to you. Very often there are two or more solutions, which means you can "vote" on which one in the best fit for you. Janet Fish, owner of Equuis Wealth Management Inc., has been in the financial services industry for 20+ years and created this successful business structure through Equuis. As your primary financial advisors, we recognize that we must continue to meet and exceed your expectations. If at any time you have an issue, concern or question, feel free to contact us immediately! With us, there is no such thing as an unimportant question.

• Business
• Estate Planning
• Insurance
• Retirement Planning
• Financial Planning
• Financial Management
• Wealth Management
• Financial Advisors
• Financial Help
• Investment Management
• Financial Planners
• Financial Plan
• Financial Advice
• Money Management
• Financial Consultants
• Investment Services