Financial Planning Advisors in Vernon - Serving BC & Alberta

Equuis Wealth Management™ consists of financial advisors located in Vernon, BC. We help clients throughout British Columbia and Alberta realize their dreams.  The fact that you are visiting our website means you are looking into financial planning or looking for a new solution. Take control of your financial well-being, but don't do it alone.

How can financial planning make your life better?

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It will give you peace of mind and freedom, knowing that you are doing what you can to grow your wealth, that you are on track to experience your dreams, and that your loved ones are looked after.

Be Queen (or King)
of your finances!

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GET STARTED

Learn to Steward Your Money

A leading cause of why people don't grow wealth for themselves is they are slaves to paying off debt. Start being the master of your finances today!

Why Equuis Wealth Management?

Managing wealth is not just about a return on your investments and financial abundance. When you have a sound financial plan and your money is working for you, you have the time and peace of mind for the things that are important to you - like family and friends, travel, personal development, community involvement and philanthropy. Helping you prosper and achieve your dreams is our passion.

Over the course of a lifetime, you will face different financial issues, like starting a new business, building wealth, providing for your children and grandchildren, retiring, and wherever else your passions may take you. At Equuis Wealth Management™ we educate our clients through the often difficult process of making the right financial decisions and help you set up a financial plan that grows with you.

We care about improving your financial well-being and it shows through our firm's 20%+ annual growth.

At Equuis Wealth Management™ it's really ALL ABOUT YOU.

CONTACT US TO GET STARTED

PICK YOUR SEAT and we'll help you get there.

Learn More...

Getting Started - Meet with us, set goals, review your finances
Cash Flow Planning - Be in control of your money for financial freedom
Investment Planning - Increase your wealth and pay less taxes
Estate Planning - Preserve your wealth for you and your family
Retirement Planning - The key to a secure and comfortable future
Insurance Protection - Insurance covers the people we care about
Business Financial Planning - Start your business on the right track
Choosing A Financial Planner - How to find one that's right for you

"So very grateful we are on a great path with Janet Fish. I only wish we could have started earlier. Thankfully my children are under her wing now.”

- Liz S.

"If you told me to jump off a bridge I'd assume you had good reason for me to. Thank you for your guidance.”

- BG from Coquitlam BC