Schwartzman – Integrated Financial Advice

Schwartzman – Integrated Financial Advice Suite 610 – 1125 Howe Street, Vancouver, BC V6Z 2K8

Joined: 11 months ago | 0 Following   0 Followers | 0

Schwartzman is a financial services provider that prioritizes its clients' professional and domestic happiness. Our mission is to make it easier for our clients to understand and achieve their financial goals. Our comprehensive approach centers on investment, risk management, tax planning, and client instruction. Alexei Schwartzman founded the firm in 2010 with the goal of revolutionizing the financial industry. Busy professionals and families can outsource all of their money needs to this one organization.

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We counsel industry professionals in addition to offering our own products. This enables us to maintain our objectivity and provide superior service to our clients. Alexey Schwartzman has received three professional designations: certified financial planner (CFP) in 2014, certified life underwriter (CLU) in 2020, and responsible investment specialist (RIS) in 2021.

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