Holistic Fiscal Strategies Inc.

Address

204-1180 Sunset Dr.

Phone

250.869.1421

Website

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Holistic Fiscal Strategies Inc.

Company Links

Website

Address

204-1180 Sunset Dr.
Kelowna BC, V1Y 9W6

Contact Info

P. 250.869.1421

At Holistic Fiscal Strategies Inc. Our mission is to build additional long-term wealth, increase protection against factors which can erode wealth and seek to lower or keep the same investment risk tolerance. All we ask for is the opportunity to make a difference in your financial life.

Holistic Approach: Our firm is one of the few in Canada that integrates a holistic approach to finance. Holistic means:

we address the emotional aspects of money
we integrate the protection, savings and growth components
we create strategies to cover a person’s whole life
we integrate personal and business finances