Company Description

PEAK Securities - Holistic Wealth is a trusted stock and bond broker located at 9523 Main St #102, Summerland, BC. We offer comprehensive wealth management solutions tailored to your unique financial needs. Our team of skilled professionals provides portfolio management, investment planning, and retirement strategies among other services. With a focus on holistic financial planning, we aim to cater to every aspect of your financial well-being. Visit us today at http://www.holisticwealth.ca/ or call us at (250)494-1130 to schedule a consultation. You can also email us at lencolman@holisticwealth.ca to know more. Experience financial stability with us.

Products & Services

Investment planning ,   retirement strategies ,   portfolio management  

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Frequently asked questions about Holistic Wealth - PEAK Securities

What days are Holistic Wealth - PEAK Securities open?

Holistic Wealth - PEAK Securities is open Monday, Tuesday, Wednesday, Thursday, Friday.

Holistic Wealth - Peak Securities logo

Holistic Wealth - PEAK Securities

Stock & Bond Brokers Investment Dealers Investment Services Insurance Agents & Brokers Insurance - Life Show more
Address:
9523 Main St #102 Summerland, BC
Phone:
(250) 494-1130
Website:
http://www.holisticwealth.ca/
Email:
lencolman@holisticwealth.ca
Website Call Get Directions

Open Hours

  • Monday08:30AM - 04:30PM
  • Tuesday08:30AM - 04:30PM
  • Wednesday08:30AM - 04:30PM
  • Thursday08:30AM - 04:30PM
  • Friday08:30AM - 04:30PM
  • Sat, SunClosed