Company Profile

Company Description:

W&P Management Inc contracts to Investors Group Financial Services Inc throughout the East Kootenays to market and provide Financial Planning Services to clients and future Prospects/clients of Wally Eddy - President of W&P Management Inc.

The Financial Planning Process includes - Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Cash Management (includes Mortgages, Lines of Credit and Credit Card) as well as Insurance Planning which includes - Life, Disability, Long Term Care.

We take the time to: Analyze, explain, advise and solve Financial problems and Concerns of our clients - our approach is unique because we recognize individual differences and we provide a Personal Financial Program for each of our clients.

We are seeking a individual who has Marketing Experience/Finance Experience and would be interested in joining Wally and Heather to assist in the marketing aspects of our Business.