ISLAND WEALTH MANAGEMENT

Island Wealth Management is a financial services firm. In an increasingly complex financial world, people need skilled, independent, and ethical financial advisors to help navigate, simplify, and make wise financial decisions. Whether your priority is growth, income, or wealth preservation, Island Wealth Management offers comprehensive advice and service, face-to-face, and tailored to you. Fees are transparent, value is high, and the benefits of working with a financial services firm who is offering independent financial advice are coupled with the security of a safe and stable platform offered by FundEX Investments Inc., an investment fund dealer, founded in 1995... You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.

Primary location: W Parksville