Solutions for your future needs.

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(604) 738-2600

Investment Planning

An investment plan defines how you will invest your money, prioritize, fund, manage and evaluate your investments while you seek to meet your goals and objectives.

Investors may use an active and/or a passive management style for a portfolio depending on long-, medium-, or short-term goals, and their individual (or unique) determined investment style.

We can help you design the right plan.

 

 

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Get in touch


McEvoy Insurance Services Ltd.

1075 West Georgia Street
Suite 1810
Vancouver BC V6E 3C9

Phone: (604) 738-2600
Cell: (604) 328-8051
Fax: (604) 738-2608

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