Total Wealth Concepts

Our Financial Professional Team is a key element in achieving your financial goals.

Even the most seasoned investor may benefit from working with our Team of Investment Funds Advisors. Accumulating assets is only one step in a modular financial strategy. Our financial professionals can help you define your financial priorities, manage your cash flow and provide an articulated tax and estate plan to ensure more of your assets remain in the hands of your family. Regardless of your goals and level of knowledge, our TWC Team of advisors is the one addition that can improve your investment portfolio.

What can our TWC Team do for you?
With their experience and expertise, our TWC Team can take the mystery - and anxiety - out of planning your financial future. We can:

-Evaluate your current overall financial situation
-Help put together a modular strategy
-Explain the different types of investments, including potential risks, benefits and costs
-Suggest an investment portfolio that suits your needs and goals
-Help you save for your children's education
-Structure your investments to reduce or defer taxes
-Help you make clear-headed decisions during periods of market volatility
-Review your progress toward your financial goals
-Plan your retirement income by coordinating your personal investments, pensions and government benefits
-Guide you through your estate plan


Consultants Financial

Total Wealth Concepts

Phone: 250-851-2727 ex 12
Fax: 250-851-2728
Email: [email protected]

731 Victoria Street
Kamloops, BC V2C 2B5