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Contact Info

Vernon
3108-30th Avenue
Vernon, BC
Canada V1T 2C2

Telephone: (250) 558-5431
Fax: (250) 558-5439

Toll Free: 1-800-665-2505

 

trevor_perepolkin@canaccord.com

Trevor Perepolkin, CFP

Investment Advisor


My Business

Investment Information and Advice You're Unlikely to get Anywhere Else!

 

My Financial Planning Specialties:

  • Retirement Planning for the Self-  Employed
  • Legacy (Estate) Planning
  • Investing for Income!

Active Management
There has never been a time where active management was needed more!  Active management refers not only to watching your investments, it also means: watching your asset allocation and watching the economy.

Alternative Products 
We have all held investments before that were up on one statement, only to be down on the next.

Wouldn't it be nice if we could get a steady return?

I can show you investments that could pay you 7-10% !

 

My Self

I now have close to five years experience providing Investment Information and Advice.  As a Certified Financial Planner (CFP), you are assured that I have agreed to adhere to the highest internationally recognized standards of competence and ethical practice as set out by the Financial Planners Standards Council of Canada.

 

We can design an investment portfolio that provides a stable return, averaging 7-10%!


  Last updated: 20/05/2008