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About us
DO YOU HAVE A DIRECTION IN YOUR FINANCIAL PLAN? Life is too unpredictable to navigate the future landscape with the wrong financial guide and uncertain maps and directions. Stock markets may fluctuate, but personal service delivery should not. What we do is to consolidate all of your family assets into one balanced program so that you can improve your asset accumulation in less time with fewer risks along the way. Mutual Funds and segregated funds provided by fund companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other products & services are offered through 1038105 B.C. Ltd. The information provided on this site/profile is solely for general and educational purposes and is based on the perspectives and opinions of the owners and writers. It is provided with the understanding that it may not be relied upon as, nor considered to be, the rendering of tax, legal, accounting, or professional advice. Please consult an appropriate professional regarding your particular circumstances. This site/profile may also contain links to other sites which are not maintained or controlled by us. Access to or use of sites/profiles to which links are provided are subject to the terms and conditions of such sites. References to third party goods or services should not be regarded as an endorsement of those goods or services. All information provided is believed to be accurate and reliable, however, we cannot guarantee its accuracy. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus and/or the fund facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
- Website
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http://www.travisstrain.ca
External link for Travis Strain, CFP
- Industry
- Financial Services
- Company size
- 1 employee
- Headquarters
- Langley, British Columbia
- Type
- Self-Employed
- Founded
- 2006
- Specialties
- Life Insurance, Investments, Group Benefits, and Estate Planning
Locations
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Primary
Get directions
9084 Glover Rd
210
Langley, British Columbia V1M 0E6, CA
Employees at Travis Strain, CFP
Updates
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Does your financial plan cover your goals AND your concerns? Does it help bring clarity to where you want to go? If not, reach out. We can help.
Can Financial Planning Really Be Life-Changing?
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If you want to start investing, be sure to reach out. We have a hybrid system which is a combination of robo advisor, and advice from a real advisor (me!) That way, you can get started and have a human to talk to as well.
No money or the skills to start investing? Think again
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Are you considering downsizing soon or in the future? Check out this article for some questions you should ask yourself first.
Want to downsize? Here’s how to start planning
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I've heard it being said that "winter is coming." Maybe it's time to set a few goals to make you feel better before Jan 1!
Put These 6 Essentials On Your ‘Winter Arc’ Checklist To Boost Your Career
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Promotional rates are a hot topic right now. Here are a few things to watch out for before you jump in with both feet.
Should you get that promo rate? Check out the fine print first
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Maybe New Year's Resolutions don't work for you, but you could try setting some shorter-term goals in October.
'October theory' explains why fall is a better time for hitting your goals than New Year's
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We've all heard that "AI is taking over the world." However, if you want to obtain a few good tips on how to spot an AI story, check out this article.
These Are the 9 Dead Giveaways That AI Wrote This Story
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What could happen with the interest rate decision next week? Here is one opinion...
Inflation falls to 1.6%, making a case for larger Bank of Canada rate cut
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We all have traditions involving our family and friends. This is an interesting article about how they can benefit us.
Traditions and rituals: why these meaningful moments mean so much to us
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