Executive Assistant/ Client Services and In Training for Insurance at Reid & Associates Financial Solutions Ltd. - Kelowna, N/A, CA
We are a professional comprehensive financial planning company that works directly with individuals and small corporations. Our work includes the analysis of an individuals net worth, cash flow, tax, retirement ,insurance and estate. We then offer strategies that will enhance current and future financial positions. When a person clearly describes and defines their goals and objectives and has an inventory of current assets and liabilities, financial decisions are easier to make and measurable success becomes more certain.