CURRIE AND COOKMAN WEALTH ADVISORY GROUP

At the Currie & Cookman Wealth Advisory Group, we help our clients achieve their goals through Wealth Management, Retirement Planning, Customized Portfolio Strategies, Financial Planning and Comprehensive Estate Planning. Since 1993, Scott Currie and Kent Cookman have worked together with their team of skilled specialists to exceed client expectations... Wealth is personal and complex. We work to create sophisticated, tailored wealth solutions for high-net-worth individuals and families... When you open an account with the Currie & Cookman Wealth Advisory Group, you establish a partnership with a team that will help you identify your financial goals, while reflecting your unique requirements including income and security, tax considerations, your current savings plan, past investment experience and your comfort with risk. We believe that the most important element of successful wealth management is a collaborative relationship between the client and advisor. This relationship is best..

Primary location: Nanaimo Canada