Quarterly Review

Touching base to review your wealth journey


Service Description

A key component of our wealth journey is checking in regularly to better understand whether or not, and how, any changes since our last check-in can impact our goals and plans. We will discuss your portfolio, the market, any life updates, and generally catch up.


Contact Details

7787795257

nathan@wasakamwealth.com

#2500 1075 West Georgia Street, Vancouver, BC, Canada