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Surrey Authors

The Following is a list of Professionals offering their services in Surrey British Columbia

Adrian Spitters

admin-ajax-150x150Adrian Spitters is an avid writer and blogger who recognizes the need to publish on issues relating to the retiring boomer, by offering information and insight to help them transition into retirement and create sustainable multi-generational family wealth. As a Certified Financial Planner (CFP), Adrian Spitters offers financial advice that focus on investments, retirement, business succession, estate and tax planning in cooperation with his client’s own legal and accounting professionals. Adrian offers comprehensive wealth management solutions in the Fraser Valley communities of Abbotsford, Langley, Surrey, and White Rock BC. He has extensive business experience that includes over two decades of helping individuals, business owners, farmers, professionals, and high-net worth families chart a path to achieve their lifetime goals.

Check out Adrian’s latests posts here…

Jim Carta

PW__0481-1-e1406946842488My Main office is located in Kelowna British Columbia, with satellite offices in Surrey and Vernon British Columbia, Canada

Our Clientele are primarely a mix of Business Owners, Professionals, Farmers and their familes. Together with my team of friendly, experienced staff, we offer integrated wealth planning services which can include a comprehensive Financial Plan supported by knowledge based recommendations.

Check out Jim’s latests posts here…