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Investment Planning

An investment plan defines how you will invest your money, prioritize, fund, manage and evaluate your investments while you seek to meet your goals and objectives.

Investors may use an active and/or a passive management style for a portfolio depending on long-, medium-, or short-term goals, and their individual (or unique) determined investment style.

We can help you design the right plan.

 

 

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CAUS Financial & Insurance Services Inc.

Head Office: 105-251 Lawrence Ave, Kelowna, BC V1Y 6L2
Phone: (250) 861.5200 , Toll Free: (855) 894.8111
Metro Vancouver Office: 206-2248 Elgin Avenue, Port Coquitlam, BC V3C 2B2

Phone: (604) 941.7430
Toll free: (855) 894.8111

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