About Us

At Girard Financial Services, we understand the significant impact that sound financial advice can have on your life. Our team of dedicated professionals is passionate about helping individuals, families, and businesses achieve their financial goals and navigate the complexities of the financial landscape.

About Us

At Girard Financial Services, we understand the significant impact that sound financial advice can have on your life. Our team of dedicated professionals is passionate about helping individuals, families, and businesses achieve their financial goals and navigate the complexities of the financial landscape.

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Location

2700 Queensway, V2L 1N2, Prince George, BC, Canada View Map

Services

Investment Management, Estate Planning

Our Business Hours

Monday 08:30 am - 04:30 pm

Frequently Asked Question

Girard Financial Services offers a comprehensive range of financial services, including investment management, financial planning, retirement planning, estate planning, tax planning, insurance solutions, and risk management.

Girard Financial Services takes a client-centric approach to investment management. They work closely with clients to understand their financial goals, risk tolerance, and time horizons. Based on this information, they create customized investment strategies that aim to optimize returns while managing risk.

Girard Financial Services follows a structured process to develop a financial plan for clients. This typically involves gathering information about the client's current financial situation, identifying their financial goals and objectives, analyzing their risk tolerance, and then creating a personalized plan that outlines the steps to achieve those goals.

Girard Financial Services takes a comprehensive approach to estate planning. They work with clients to develop strategies to protect and transfer wealth efficiently, minimize taxes, establish trusts, create wills, and ensure that clients' wishes regarding asset distribution are carried out.

Yes, Girard Financial Services offers insurance solutions to help clients manage risk and protect their assets. They provide guidance on life insurance, disability insurance, long-term care insurance, and other types of coverage that may be suitable for clients' needs.

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