CCM Wealth Strategies
Our Wealth Strategies group is a financial concierge service for individuals in the asset accumulation phase of their lives. Using our purchasing power we can deploy significant savings strategies to simplify all of your financial needs.
Welcome to CCM | Wealth Strategies, a financial concierge service that simplifies all of your financial needs during the wealth accumulation phase of your life. Take the guess work out of your financial life Committed to saving you TIME while providing CONVENIENCE and TRUST PLANNING & TAX MANAGEMENT Financial planning Estate planning Insurance services - home/life/business/auto Preferred Partner Accounting services Government savings programs BANKING Personal banking services and current banking review Preferred interest rates Preferred foreign exchange rates Convenient client card for worldwide purchases & withdrawals Protection for cash balances up to $1,000,000 (More than ten times the standard coverage) LENDING Access to preferred lending and credit products Credit card analysis Mortgage advice and management Pre-approved line of credit linked to investments Assistance with streamlining commercial & business lending MEMBERSHIP Educational conferences Networking events Access to a private consultant Exclusive Member benefits INVESTING Top tier professional investment management by Creed Capital Management
Address: 3300 - 666 Burrard St. Vancouver BC, Canada
Phone: +1 604 643 2865
FAX:
