About Guidance Planning Strategies Ltd.

Guidance Planning Strategies Ltd. has been assisting families in the East Kootenays with their financial futures since 1995. The company focuses on understanding each client's unique financial situation to provide meaningful and lasting recommendations. Unlike banks that offer limited options, their independent life licensed advisors explore the investment and personal insurance market to ensure clients receive the best products at the best prices. Clients have praised Chance, a financial advisor at Guidance Planning Strategies, for his friendly and supportive approach. He is described as knowledgeable, professional, and attentive, making clients feel comfortable discussing their financial concerns. Many have noted his thoroughness and willingness to listen, as well as his prompt communication, which is crucial for those seeking ongoing support. Overall, Guidance Planning Strategies Ltd. is recommended for anyone needing assistance with life insurance, wills, or financial advice, as they aim to elevate clients' financial well-being and provide second opinions when needed.

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Reviews for Guidance Planning Strategies Ltd.

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  • Feb 2025

    Talking to Chancellor is quite easy because he’ll listen to your questions and answer them to the best of his ability. I think he’s very knowledgable at what he does.
    I would highly recommend him for doing any investing.

  • Feb 2025

    Chance has been incredibly supportive with helping my husband and I plan for our future. He’s kind, patient, very professional and not at all pushy. Chance finds all the necessary information and helps you make a decision that’s best suited for you. Chance is also very accommodating and works around our busy schedules.

  • Feb 2025

    Chance is sharp and meticulous. He worked with us to find the best strategies for our finances, and was clear and concise throughout the process. This is the guy you want working for you when it comes to your future.

Hours

Monday: 9:30AM - 5:30PM
Tuesday: 9:30AM - 5:30PM
Wednesday: 9:30AM - 5:30PM
Thursday: 9:30AM - 5:30PM
Friday: 9:30AM - 4PM
Saturday: ClosedSunday: Closed

Tips

 online appointments  on-site services

Location

131 7 Ave S #100, Cranbrook

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