Client Engagement Manager at Our CommonWealth Advisory Group Ltd. - Vancouver, British Columbia, Canada
Our Commonwealth is a financial advisory firm with a focus on bringing people together. We believe that helping our clients optimize their wealth is more than just strategic financial advice, it's also about creating bespoke events to build social and professional networks that opens doors to future success.Who We AreWe're a team of finance professionals in Vancouver, British Columbia. We specialize in building custom financial solutions tailored to professionals, business owners, and families.Our GoalsYour goals are our goals. Our advisors take the time to get to know you and understand your mission so we can take extra care in helping you navigate the different strategies and options available. The best way for you to achieve your financial priorities is by making informed and confident decisions.SuccessSatisfaction in our work comes with knowing that we've helped you find the best financial solutions that supports you, your business and your family. It's even more fun to facilitate a place where everyone can come together to connect with like minded individuals.The combination of both is what drives us to do what we do and to do it well, everyday.