Louie Financial Advisory Group - Similar companies

Louie Financial Advisory Group is an independent financial advisory firm in Greater Vancouver. Founded by brothers, William a ... nd Howard Louie in 2001, our core philosophy is “Family Helping Families.” Operating as a family unit, we are able to share a mutual respect and clear understanding of family values and goals, while still utilizing our own unique and complimentary skill sets to create an environment where our clients feel at home. With over 45 years of combined experience in the investment industry, William and Howard Louie provide superior financial planning, investment and insurance services to individuals, families and business owners. We strive to provide clarity and financial peace of mind to improve the quality of our client’s lives. We believe in independence, transparency, and being accountable to our clients. We understand that sound advice requires active listening, so we ask thoughtful questions to learn what’s most important to you. What kind of person are you - what makes you, you? What matters to you - what are your interests/concerns? Who matters to you? What would you like your future to look like? What kind of legacy would you like to leave behind?” Louie Financial Advisory Group believes in an integrated team approach to effectively help our clients protect and grow their wealth in the fast-moving markets of today. As an experienced practice, we have acquired deep, nurturing relationships with top tier companies and their executives whose breadth of investment expertise is second to none. This essential approach, combined with our process-driven methodology to understand our clients’ needs and concerns, allows us to provide our clients with clarity and financial peace of mind. read more