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Assante advisors in British Columbia with published retirement income planning information

Browse advisor profiles in British Columbia whose stored advisor-specific public evidence directly references retirement income planning. Profiles are displayed alphabetically. Inclusion is an evidence and location match, not a recommendation, ranking or suitability assessment.

4profiles with direct evidence
British Columbiaverified location
Retirement income planningplanning topic
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Published advisor evidence

Every profile below satisfies two independent filters: stored public location evidence for British Columbia and advisor-specific public content directly matching retirement income planning. Corporate-generic passages, testimonials and team-member biographies are excluded from qualification.

Cathie Hurlburt

Cathie Hurlburt

Senior Financial Planner Chartered Financial Divorce Specialist

Vancouver, British Columbia
R.F.P. · FMA · CFP · CLU® · CHS
Discover the Assante difference.

Call me to discuss: *Insurance products and services are provided through Assante Estate and Insurance Services Inc. Tax planning Divorce and Separation financial planning Retirement income planning Estate planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning

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DL

Dale Lamb

Financial Advisor

Kelowna, British Columbia
Discover the Assante difference.

Call our team to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning

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David Perkins

David Perkins

Senior Financial Planner

Vancouver, British Columbia
CFP
Discover the Assante difference.

Call me to discuss: Tax and estate planning Retirement income planning Business planning Seniors health care planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning

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Shawn Purcell

Shawn Purcell

Senior Wealth Advisor Branch Manager

Vancouver, British Columbia
BA
Regular Progress Meetings

…– will you have enough. We provide you with retirement projections showing you what needs to occur for you to meet you retirement income goals. Wealth Enhancement aims to minimize the amount of tax you and your business pays. We work with your accountant to ensure all the unique aspects of your tax situation are taken into account in an effort to maximize your after tax income. Wealth Transfer provides a framework to efficien…

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Independent information directory. These pages combine stored advisor-specific topic evidence with stored public location evidence. They do not determine whether an advisor currently offers a service, is suitable for a visitor, or should be selected. Verify services, credentials, registration, fees, office location and availability directly with the advisor.