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You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture. Your next project may be to create a lasting legacy for future generations or, perhaps, you'd like to make a meaningful difference in your community, right there, right now. It could be that you yearn for a legendary life of adventure, or maybe a simple, cozy retirement is exactly right.
Finding an investment advisor who is qualified, who understands your situation and knows how to achieve your goals can be overwhelming. With Ferebee Wealth Management we offer guidance through a diverse team of specialists and community network. With this approach, we are able to provide in-depth and high touch services to a small circle of business owners, retired families and women in transition. We have found this approach is the best way to helping our clients reach their goals – like transforming the business you’ve built into the retirement you want, or creating an investment experience that leaves you confident in the direction you’re heading.
We are currently accepting new clients. If you are interested in learning more please contact our office at 250-770-1203.
Natalie and her team take time to understand their clients’ priorities and build a wealth plan customized to meet their long-term goals. Natalie works with the entire family to provide a seamless client experience. I encourage you to meet with Natalie to discuss your wealth management needs. - David Agnew CEO, RBC Wealth Management
Natalie and her team take time to understand their clients’ priorities and build a wealth plan customized to meet their long-term goals. Natalie works with the entire family to provide a seamless client experience. I encourage you to meet with Natalie to discuss your wealth management needs.
- David Agnew CEO, RBC Wealth Management
Learn what’s on the horizon for markets and the Canadian dollar—and discover four interesting investing opportunities.
Despite potential headwinds, we are generally constructive on Canadian markets, though we expect less outperformance in credit.
How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?
The Fed has cut policy rates by 75 basis points since September only to see longer-term Treasury yields and mortgage rates increase by the same degree. We take a closer look at this divergence and its implications.