Lifequity Wealth Management
Business-Consulting-and-Services
Company Tagline
Complexity, Simplified.
Industry Category
Business Keywords
Company Description
Lifequity Wealth Management is a leading business consulting and services firm dedicated to simplifying complexity and building strong financial foundations for both businesses and individuals. With a focus on designing wealth plans unique to each client, Lifequity Wealth Management provides comprehensive advisory services to help clients prioritize and attain their life goals.
Lifequity Wealth Management's holistic approach includes estate planning, asset management, debt management, risk management, and tax planning. The firm is committed to offering long-term, value-added financial counsel and investment performance with exceptional service. Lifequity Wealth Management’s mission is to help clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service.
Located at 1561 Booth Avenue, 47, Coquitlam, BC V3K6Z9, CA, Lifequity Wealth Management takes a “whole person” concept in evaluating and presenting financial options. Each client receives an individualized analysis reflecting their current situation and available financial solutions. Lifequity Wealth Management is dedicated to providing clients with a superior level of service and ongoing education. We invite the manager of Lifequity Wealth Management to create a customized and exclusive company showcase and product listing on our platform.
Lifequity Wealth Management est un cabinet de conseil et de services aux entreprises de premier plan, dédié à simplifier la complexité et à bâtir des bases financières solides pour les entreprises et les particuliers. En mettant l'accent sur la conception de plans de patrimoine uniques à chaque client, Lifequity Wealth Management fournit des services de conseil complets pour aider les clients à définir leurs priorités et à atteindre leurs objectifs de vie.
L'approche holistique de Lifequity Wealth Management comprend la planification successorale, la gestion d'actifs, la gestion de la dette, la gestion des risques et la planification fiscale. L'entreprise s'engage à offrir des conseils financiers à valeur ajoutée à long terme et des performances d'investissement avec un service exceptionnel. La mission de Lifequity Wealth Management est d'aider ses clients à prendre des décisions financières et d'investissement judicieuses grâce à des relations professionnelles basées sur une intégrité, une confiance et un service personnalisé sans compromis.
Situé au 1561 Booth Avenue, 47, Coquitlam, BC V3K6Z9, CA, Lifequity Wealth Management adopte un concept de « personne entière » dans l'évaluation et la présentation des options financières. Chaque client reçoit une analyse individualisée reflétant sa situation actuelle et les solutions financières disponibles. Lifequity Wealth Management s'engage à fournir à ses clients un niveau de service supérieur et une formation continue. Nous invitons le responsable de Lifequity Wealth Management à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.
Key Personnel / Employees
Compare Companies Side by Side
Compare Lifequity Wealth Management with 3 companies in Business-Consulting-and-Services
| Comparison Field |
Lifequity Wealth Manageme...Main Company |
NOW Wealth Managemen...View Profile |
Matani Financial Ser...View Profile |
Bluff City Advisory...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2017 | 2020 | |
|
Company Size
|
— | 11-50 | 2-10 | 2-10 |
|
City
|
Coquitlam, BC | Calgary, Alberta | Mumbai, Other | Memphis, Tennessee |
|
Country
|
Canada | Canada | United States | |
|
Skills & Keywords
Comparing with main company
|
20 Total Skills
Wealth Management
Financial Planning
Business Consulting
Asset Management
Tax Planning
Risk Management
Estate Planning
Divestiture
Estate & Tax Planning
Debt Management
Business Selling
Tax Strategies
Wealth Transfer
Capital Raise
Commercial Real Estate
Business Valuation
Mergers & Acquisition
Business Insurance
Business Exit Planning
Life Insurance
|
14 Total
1 Common
13 Unique
Match
5%
Common Skills:
Estate Planning
Unique Skills:
Credit Solution
Cross Border Plannning
Custom Advice
Custom Portfolio Design
Goal Setting
Investment Advice
+7
|
18 Total
18 Unique
Unique Skills:
Advisory Services
Coaching
Corporate Advisory
Cross-domain
Equity Broking
ETF's
+12
|
9 Total
1 Common
8 Unique
Match
5%
Common Skills:
Financial Planning
Unique Skills:
Education Planning
Employee Benefits
Employee-Sponsored Retirement Plans
Fixed & Variable Annuities
Investment Advisory Accounts
IRAs
+2
|
4
Total Companies2017
Oldest Founded2
Countries55
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Alternative Company Names
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