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.
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.
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.