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PLAN FOR TOMORROW, TODAY.

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START YOUR JOURNEY

Book a free consultation below

Our Services

Feeling uncertain? We understand, find our process below so you can feel confident that we will give you what you need.

Our Process
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Step 1: The introductions Meeting

Through some basic questions, we can decide whether or not we are a good fit

Step 2: Comprehensive Analysis

Once we know that we are on the same page, we conduct and analysis of your needs and goals

Step 3: Recommendations

In this step, we propose a plan, and decide which is the best course of action to maximize success

Step 4: Implementation

The most exciting part, implementation. Now we can execute our plan and begin to see some results

Step 5: Regular Review & Update

Its customary to maintain contact and review our actions to ensure proper results

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Affiliated With Canada Life

(604)-626-3171

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©2023 by Benny Zanetti

Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.

 

The use of email is not a secure medium and personal information should be transmitted by more secure means.

 

Insurance products, including segregated fund policies, are offered through The Canada Life Assurance Company, and Benny Zanetti offer mutual funds, referral arrangements, and GICs through Quadrus Investment Services Ltd.

 

Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.

 

The information on this website is intended for residents of British Columbia only.

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