Graeme Egan

← BACK TO MEMBERS
Profile Photo
CastleBay Wealth Management Inc.
Financial Planner and Portfolio Manager
Jun 03, 2021 one year ago
Personal Information
graeme@castlebaywealth.ca
604 737 9884
Male
Vancouver
Undergraduate
Employer Information
CastleBay Wealth Management Inc.
#400 - 1681 Chestnut St.
Vancouver BC V6J 4M6
Canada
604 737 9884
https://www.castlebaywealth.ca
Practice Information
Financial Planner and Portfolio Manager
1988
Fee based (AUM) Fee Only - Flat Fee/Project Based
Alberta British Columbia Ontario
Estate Planning Financial Planning Insurance Planning Investment Management Portfolio Management Retirement Income Planning SRI Tax Planning