Guidance Planning Strategies Ltd.
is the only independent wealth management firm
helping families and businesses plan their financial future
in the Kootenay’s since 1995.
Independent Wealth Management
We are not a financial institution and do not represent any single bank, trust company, life insurance or investment firm. We are not associated with, nor do we answer to, a larger parent company.
Goal Oriented Planning
As independent wealth managers our goal is to provide our clients with exemplary service. To help our clients live life by design not default. To be truly successful the goal should be to live a balanced life. Our goal oriented planning process is not just about a balance sheet, it includes conversations on making dreams realities.
Craftsmanship in Planning
Creating a successful sustainable plan requires the craftsmanship of experienced craftsman. Skills learned through education and experience that cannot be duplicated by computers or robots. Whether building quality furniture or a well structured financial plan there is no substitute for the efforts of a well trained skilled craftsman.
Our Core Values
Maintain a deep respect for the individual.
Be dedicated to protecting the wealth of others, through prudent stewardship of capital.
Committed to community through service.
To make a difference and to improve the lives of others for generations.
To help others live life by design and not default.
Personalized attention, with traditional Banking Solutions,
Simplified cash management through an all-in-one account.
Loans, Mortgages, Specialty financing,
Credit as a strategic resource, debt management.
Life planning crafted to meet the individuals need.
A goals–based approach to wealth accumulation,
Focus on wealth retention and accumulation.
Personalized portfolio management.
Disciplined asset allocation and re-balancing.
Wealth and Estate Planning
Retirement planning services
Tax and Estate Planning services
Specialist Referral network for trust, tax,
estate, legal and accounting services.
Risk assessment of living too long,
dying too soon, or becoming disabled.
Use of unique tax preferred solutions.