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Investment Advisor
Registered with Peak Securities
Phone: (604) 688-9577
Fax: (604) 688-7608
Toll Free: 1-800-663-0644
E-Mail: jgives@solguard.com
Licenses
Licensed for Securities
Licensed for Life, Disability, and
Critical Illness Insurance
Philosophy
My philosophy is to emphasize a conservative approach to financial management and planning. Guarantees should form the base of the financial plan with more aggressive investments to supplement the yield to meet individual objectives when necessary. I believe that in an age of technology, there is still a place for personal contact and service.
Qualifications
Over 40 years experience in the financial services industry.
Twenty-five years specializing in retirement and
financial planning for individuals.
Services
Guaranteed Investment Certificates.
RRSPs.
RRIFs and LIFs.
Annuities.
Tax Planning.
Estate Planning.
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| John Gives offers financial planning and insurance services as an independent representative, under Solguard Financial Ltd., and these services are offered independently of PEAK Securities Inc.
PEAK Securities Inc., an Investment Industry Regulatory Organization of Canada (IIROC) registered, full service investment broker, limits its responsibility to investment products such as stocks, bonds and mutual funds. PEAK Securities Inc., is a member of the Canadian Investor Protection Fund. You may access PEAK Securities Inc. privacy statement at www.peakgroup.com.
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CLIENT DOWNLOADS:
Financial Review
Document
Checklist
(PDF, 1pg, 13k)
Personal Cash Flow Form
(PDF, 1pg, 13k)
Online Personal
Cash Flow
Calculator
CSA Investment
Planning Worksheet
(DOC, 4pgs, 368k)
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