Holistic Wealth Management
Finance · Canada · 1-10 Employees
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Overview
Headquarters
9523 Main St Ste 103, Summerland, Britis...Phone Number
(250) 494-1130Website
www.holisticwealth.caRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Holistic Wealth Management
Holistic Wealth – PEAK Securities offers a comprehensive range of financial services including advisory services, wealth management, investment advice, insurance, and tax preparation. Their unique Holistic Wealth approach considers not only financial metrics but also the emotional satisfaction of their clients. They cater to individuals and families at various life stages, helping them navigate financial decisions related to parenting, home buying, retirement, and more. The firm emphasizes personalized financial planning to ensure clients can achieve their life goals without financial burdens.Explore more
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Holistic Wealth – PEAK Securities offers a comprehensive range of financial services including advisory services, wealth management, investment advice, insurance, and tax preparation. Their unique Holistic Wealth approach considers not only financial metrics but also the emotional satisfaction of their clients. They cater to individuals and familie... Read More
