ISLAND WEALTH MANAGEMENT

ISLAND WEALTH MANAGEMENT

 
 
 
 
 
 
 
 
 
 
 

ISLAND WEALTH MANAGEMENT

BOX 37089 CCPO
NANAIMO, British Columbia V9T 6N4 | View on Google Maps
Marlis Sawicki Marlis Sawicki
(250) 951-1312 | fax: (250) 951-5906
Providing independent advice under the secure and established FundEX umbrella gives Marlis access to a wide range of investment alternatives, and allows her the freedom to spend time getting to know the needs of her clients. She follows a comprehensive process, and carefully tailors planning and investment strategies that are optimal for each person. Marlis has a knack for simplifying what is complex, so clients can make great, informed financial decisions. Marlis derives great joy from helping people achieve their unique goals, and from the long-term trusted relationships that develop with her clients. She would be happy to meet with you to discuss your unique financial needs.
Member Since: 2017
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 (Date: 10/3/2022)
 
 

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