Financial Planning Consultants
Kuehnel Wealth at Raymond James LtdAbout
About This Business
Products and Services
Eric is the lead manager of the KUEHNEL portfolios available exclusively through the Private Investment Management Group of Raymond James Ltd. He has over 20 years of experience in the investment field and uses a multi-disciplinary approach in managing the portfolios. He specializes in tax-efficient, conservative, income and balanced growth portfolios. Eric meets the most exacting standards for industry experience and advanced education, and has solid endorsements from his peers and superiors. He also holds CIM (Canadian Investment Manager) accreditation, the CFP (Certified Financial Planner), and is a fully licensed discretionary portfolio manager.
Years in Business: 12
Business Details
- Local BBB:
- BBB serving Vancouver Island
- BBB File Opened:
- 10/5/2017
- Business Started:
- 14/12/2012
- Type of Entity:
- Sole Proprietorship
- Business Management:
- Eric Kuehnel, Financial Advisor
Additional Contact Information
- Principal Contacts
- Eric Kuehnel, Financial Advisor
- Customer Contacts
- Eric Kuehnel, Financial Advisor
- Fax numbers
- Primary Fax: (250) 824-0519
- Additional Phone Numbers
- Other Phone: (888) 583-4635
Additional Information
- Business Categories
- Financial Planning Consultants, Financial Consultants, Wealth Management, Asset Management
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