SPEIR Wealth Management Inc.
Financial Services - Kelowna, British Columbia, Canada
SPEIR Wealth Management Inc. Employees
SPEIR Wealth Management Inc. Details
SPEIR stands for Strategic, Professional, Ethical, Innovative & Reliable. Our team of advisors and licensed administration staff provide investment, insurance, financial planning and wealth management services for individuals, families and businesses of all sizes.Unlike many other financial institutions, we are not confined or limited to offering financial products or solutions from a limited number of companies. As a truly independent operation, we have the ability to match our clients with only the solutions that are truly right for them. We specialize in a variety of wealth management strategies including retirement planning, estate and tax planning, registered education and registered disability planning, business pension and benefits planning and investment services.Each member of our team follows a comprehensive plan to continuously further their knowledge and education in these and other areas.
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