Lifequity Wealth Management a boutique firm inspiring you to build a strong financial foundation for your Buisness and Personal
We accomplish this by designing a wealth plan which is unique to each business owner and/or organization:
Each plan is a road map designed for...
- Estate Planning
- Asset Management
- Debt Management
- Risk Management
- Tax Planning
Vision:
Building a strong financial foundation, Protecting Families, Protecting Investment, Smart Rational Trusted Advice
Mission Statement: Build & Preserve Wealth. Leave a Legacy. Save Tax
Our mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service.
We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals.
Lifequity Wealth was established to provide our clients long-term, value-added financial counsel and investment performance with exceptional service. We are committed to providing our clients with a superior level of service as well as ongoing education designed to further their understanding of our financial and investment strategies.
We believe in taking a holistic approach to financial planning for our clients. We apply the “whole person” concept in evaluating and presenting the financial options available to the individual client. In our experience the “best” financial solution to a given situation is not necessarily an appropriate option for the client.
Each client receives an individualized analysis reflecting their current situation and available financial solutions applicable to their particular situation as well as specific recommendations as to which paths to follow.
Company Details
- Founded
- -
- Address
- 1561 Booth Avenue, 47,canada
- Industry
- Business Consulting And Services
- NAICS
-
Management, Scientific, and Technical Consulting ServicesManagement Consulting ServicesOther Scientific and Technical Consulting ServicesOther Management Consulting Services
- Website
- lifequitycanada.com
- Keywords
- Life Insurance, Tax Strategies, Business Insurance, Commercial Real Estate, Estate & Tax Planning, Wealth Transfer, Wealth Management, Divestiture, Business Valuation, Asset Management, Debt Management, Risk Management, Business Selling, Business Exit Planning, Mergers & Acquisition, Capital Raise, Business Consulting.
- HQ
- Coquitlam, BC
- Competitors
- Lighthouse Wealth Management, LiveBy Wealth Management Inc., PULLEM WEALTH MANAGEMENT, Genesis Wealth Management Corp., Matthew Wealth Management, Forbes Wealth Management Ltd., Trademark Wealth Management, Enlightened Wealth Management, Starratt Wealth Management, Charter Wealth Management Inc.
Lifequity Wealth Management Questions
Lifequity Wealth Management's website is lifequitycanada.com
Lifequity Wealth Management's LinkedIn profile is https://ca.linkedin.com/company/lifequity-wealth
Lifequity Wealth Management's industry is
Business Consulting and Services
Lifequity Wealth Management's top competitors are
Lighthouse Wealth Management,
Liveby Wealth Management Inc.,
Pullem Wealth Management,
Genesis Wealth Management Corp.,
Matthew Wealth Management,
Forbes Wealth Management Ltd.,
Trademark Wealth Management,
Enlightened Wealth Management,
Starratt Wealth Management,
Charter Wealth Management Inc.
Lifequity Wealth Management's categories are Business Consulting and Services
Lifequity Wealth Management's founding year is 2012
