Wealth In Place Inc

Name: Wealth In Place Inc
Address: 202-55 Canada Ave, Duncan, BC, V9L 1T3
Telephone: 250-856-1023

202-55 Canada Ave, Duncan, BC V9L 1T3

250-856-1023

“Building your financial puzzle, One piece at a time.” - Wealth In Place Inc. is an independent Financial Planning & Wealth Management firm in the Vancouver Island market. With over 17 years of industry experience, we help clients put their financial puzzle together, one piece at a time. Our specialization is Retirement Planning, Estate Planning, and Investment Management. Everyone’s financial puzzle is different, let us help you with yours.

Wealth In Place Inc - 202-55 Canada Ave, Duncan, BC

Situated at 202-55 Canada Ave in Duncan, Wealth In Place Inc is a merchant included in the investments section of Canpages.ca online directory.

Feel free to call 250-856-1023 to contact Wealth In Place Inc that is close to your area.

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Opening Hours

Monday 9:00 am - 5:00 pm

Tuesday 9:00 am - 5:00 pm

Wednesday 9:00 am - 5:00 pm

Thursday 9:00 am - 5:00 pm

Friday 9:00 am - 5:00 pm

Specialities

Retirement Planning
Estate Planning
Investment Management

Products and Services

Retirement Planning
Estate Planning
Investment Management
Cash Management
Tax Planning
Corporate Planning
Insurance & Risk Management

Methods of Payment

Not Applicable

Languages Spoken

English