Watkinson Agencies Ltd.
1925 Hayashi Road
Kelowna BC V1P 1A7
Phone: (250) 765-7319, Phone 250-765-3113 Fax: (250) 765-7311, Toll Free: (800) 899-7319
Email: life@watkinsonagencies.com
An investment plan defines how you will invest your money, prioritize, fund, manage and evaluate your investments while you seek to meet your goals and objectives.
Investors may use an active and/or a passive management style for a portfolio depending on long-, medium-, or short-term goals, and their individual (or unique) determined investment style.
We can help you design the right plan.
1925 Hayashi Road
Kelowna BC V1P 1A7
Phone: (250) 765-7319, Phone 250-765-3113
Fax: (250) 765-7311
Toll Free: (800) 899-7319
Copyright of AdviceOnMedia®
Tags: LI 2.0
Our website uses cookies to analyze traffic and to help us know where to improve.