The Pekarchuk Group
Suite 501-200 Portage Ave,
Détails de l'entreprise
Description
As a ScotiaMcLeod affiliate, the Pekarchuk Group works closely with clients to deliver a personal and holistic financial strategy, which includes retirement planning, investment expertise, estate protection, portfolio design and management to help clients reach their goals.
Our team specializes in helping business owners, professionals and mature entrepreneurial-minded individuals.
With a focus on wealth management strategies and implementation services designed to grow, preserve, protect and transfer wealth to the next generation in the most tax efficient manner, we establish and nurture life-long client relationships by listening to our clients’ needs and understanding their core values.
To book an appointment for a complimentary second opinion, please visit our website or email Karissa Wood at karissa.wood@scotiamcleod.com
*An official affiliate of ScotiaMcLeod
Catégories
Caractéristiques
- Rendez-Vous Disponible
- Long Terme
- Documents Financiers
- Prêts
- Protection financière
- Testaments
- Planification des investissements
- Titre financier
- Problèmes financiers
- Consultation financière
- Planification successorale et fiduciare
- Service à la clientèle amical
- Plan financier
- Coaching financier
- Crédit
Langues disponibles
- English
Galerie
Heures d'ouverture
- Samedi Sur rendez-vous
- Dimanche Sur rendez-vous
- Lundi Sur rendez-vous
- Mardi Sur rendez-vous
- Mercredi Sur rendez-vous
- Jeudi Sur rendez-vous
- Vendredi Sur rendez-vous