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Business ProfileforPlanwell Financial Services
At-a-glance
Overview
Certified Financial Planner® professionals that create comprehensive financial plans. Also offer investment advisory services, personal insurance solutions and financial planning/investment seminars.
HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Insurance products provided through Hollis Insurance Agency.
Products & Services
Business Details
- Location of This Business
- 205 22314 Fraser Hwy, Langley, BC V3A 8M6
- BBB File Opened:
- 12/7/2019
- Years in Business:
- 22
- Business Started:
- 6/6/2002
- Business Incorporated:
- 6/6/2002
- Type of Entity:
- Corporation
- Alternate Business Name
- Planwell Financial Services/HollisWealth
- Planwell Financial Services Inc.
- Business Management
- David Booth
- Contact Information
Principal
- David Booth
Customer Contact
- David Booth
- Additional Contact Information
Email Addresses
- Primary
Customer Complaints
0 Customer Complaints
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