Solutions for your future needs.

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604-971-5057

Ken Kirschner CFP©, CLU
Suite 307-1277 Lynn Valley Road
North Vancouver BC V7J 0A2
Phone: 604-971-5057 Cell: 604-312-3967 Fax: 604-986-3491
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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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