Financial Planning Consultants
Planwell Financial ServicesAbout
About This Business
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 and Services
Years in Business: 23
Business Details
- Local BBB:
- BBB serving Mainland British Columbia
- BBB File Opened:
- 12/7/2019
- Business Started:
- 6/6/2002
- Business Incorporated:
- 6/6/2002
- Type of Entity:
- Corporation
- Alternate Names:
- Planwell Financial Services/HollisWealth
- Planwell Financial Services Inc.
- Business Management:
- David Booth
Additional Contact Information
- Principal Contacts
- David Booth
- Customer Contacts
- David Booth
- Additional Email Addresses
- Primary: Email this Business
Additional Information
- Other Resources
- BC Securities Commission
PO Box 10142 Pacific Centre
Vancouver BC V7Y 1
Phone Number: (604) 899-6500
https://www.bcsc.bc.ca/
[email protected] - Financial Consumer Agency of Canada (FCAC)
13 Fl 255 Albert St Kent Square Bld
Ottawa ON K1A O
Phone Number: (866) 461-3222
https://www.canada.ca/en/financial-consumer-agency.html
[email protected] - Government of Yukon Corporate Affairs
PO Box 2703
Whitehorse YK Y1A 2C6
Phone Number: (867) 667-5225
[email protected] - Insurance Council Of British Columbia
PO Box 7 300 1040 W Georgia St
Vancouver BC V6E 4
Phone Number: (604) 688-0321
https://www.insurancecouncilofbc.com/
[email protected] - Investment Industry Regulatory Organization of Canada (IIROC)
2800 1055 W Georgia St
Vancouver BC V6E 3
Phone Number: (604) 683-6222
https://www.iiroc.ca/Pages/default.aspx
More Resources
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