Equuis Wealth Management
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Business Services

What areas of your business do you need help with?

Each business is unique so if you are interested in estate planning for your business, please download the Business & Estate Planning Questionnaire below, fill it out, and contact us for an appointment. Then we can discuss your individual business needs.
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Business & Estate Planning Questionnaire

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phone
250-260-1104

email
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Location

5405 26th Street, Vernon, BC

Contact Us

250-260-1104

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Cash Flow Planning
Investment Planning
Estate Planning
Retirement Planning
Insurance Protection
Business Servic
  • Home
  • Get Started
  • Your Financial Plan
    • Cash Flow Planning
    • Investment Planning
    • Estate Planning
    • Retirement Planning
    • Insurance Protection
    • Business Services
    • Choosing a Financial Planner
    • Money Mindset Quiz
    • Stewarding Your Money
  • About Us
    • Advisors
    • Client Service Standard
    • Join Our Team
  • Resources
  • Contact