Balanced Planning

Manulife Securities in Summerland, BC is a financial services firm that provides investment and wealth management services to individuals and businesses. With a focus on personalized financial planning, they aim to help clients achieve their financial goals and secure their financial future. Through a team of experienced financial advisors, Manulife Securities offers a range of investment options and strategies tailored to each client's unique needs and risk tolerance. Their commitment to transparency and client satisfaction makes them a trusted partner in navigating the complexities of the financial market. Generated from their business information

Summerland Financial Services is a not-your-ordinary credit union located in Summerland, BC. At Summerland, individuals are not just clients but valued members, owners, partners, and neighbors, embodying the true spirit of community banking. With a legacy spanning over 80 years, they have been dedicated to assisting individuals through various life stages, from purchasing their first vehicle or home to initiating a new business and saving for future endeavors. Moreover, Summerland Financial Services is committed to providing employment opportunities to locals, showcasing a strong commitment to the community. Summerland Financial Services is driven by the core purpose of enriching lives, aiming to lead in offering profound experiences for their members, employees, and the local community. Their unwavering dedication to putting people first ensures that individuals always remain their top priority. As they look towards the future, Summerland Financial Services remains steadfast in their mission to continue positively impacting the lives of those they serve, showcasing a genuine commitment to community enrichment. Generated from the website content

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.