Martell Henderson Gordon Financial Services


Company name: Martell Henderson Gordon Financial Services
Country: Canada
Region: British Columbia
City: Victoria
Address: 202-1770 Fort St
Postal Code: V8R 1J5
Phone: 1.250.475.6577
Site: www.martellhenderson.com
On this company found complaints: 0

Description of the company

Martell Henderson Gordon Financial Services
202-1770 Fort St, Victoria, British Columbia, V8R 1J5, Canada
1.250.475.6577


Drew Henderson, CFP CIM FCSI Certified Financial Planner/ Financial Advisor Martell Henderson Gordon Financial Services / Manulife Securities Incorporated #204 3550 Saanich Rd. Victoria BC V8X 1X2 Tel: (250) 383 4777 Fax: (250) 383 4770 Em: [email protected] Our Goal: Helping our Clients Reach Theirs Helping our clients reach their financial goals is our business. We help all our clients develop a long-term financial plan that is comfortable and suitable to their needs. We can offer our clients: To insure that our clients are able to get the best advice possible, I strongly believe that on going education is crucial to being able to help our clients reach their financial goals. I earned the Certified Financial Planning (CFP) and the Canadian Investment Manger (CIM) designations in 2000 the Financial Divorce Specialist (FDS) designation in 2005 and the Fellow of the Canadian Securities Institute (FCSI) in 2006. Whether your goal is, starting an education savings plan for your child or planning for retirement we work with you to help you reach your goals. We can also help you with your unique tax and estate planning needs. You can always feel secure knowing that working together with our vast network of professionals in areas of taxation, estate and trust law, your concerns are being looked after in the best way possible. Creating Financial Peace of Mind By following an in-depth financial planning process that brings together the many different aspects of your life, our clients know that we have a thorough knowledge of their personal situations and we will implement a plan best suited to them. Our clients know that we always have their financial welfare foremost in mind "“ our clients know that we truly care about their financial well-being. The Focus is On You Every one has their own experience and perceptions which makes them unique. It is because everyone is unique that no one product or strategy will work for everyone. We take special care that each person receives the individual service and advise that best suits their needs. Your Retirement Plan "“ Covering all the Bases For most people creating the assets to fund their retirement is a high priority and often a source of concern. We develop an in-depth Personal Retirement Plan that will outline different scenarios that include the age at retirement, your possible income and the amount of investment assets required to fund your retirement. By taking into account your different sources of income, RRSPs and pensions at retirement your Personal Retirement Plan provides a clear framework from which to integrate various investments. This approach insures that all your bases are covered and that any surprises that could derail your retirement plan are minimized. Any short fall in funding your retirement can be solved by creating a Personal Pension Plan. Your Personal Pension Plan "“ Creating a Customized Investment Portfolio Once your retirement goals and time line have been made, a Personal Pension Plan is often required to enable you to reach these goals. We help create a personalized investment plan that will become one of the cornerstones of your financial plan.

Martell Henderson Gordon Financial Services is Victoria-based company (British Columbia, Canada) with a phone number 1.250.475.6577. Our data show that the company is located at the address: 202-1770 Fort St. The company has a web site: www.martellhenderson.com.

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