Schwartzman is a leading financial services firm that cares about its customers’ personal and business success. Our aim is to simplify the process of reaching our clients’ financial objectives. Small Business Financial Advisor in Vancouver, risk management, tax preparation, and education are at the heart of our all-encompassing strategy. The company was established by Alexey Schwartzman in 2010 with the intention of disrupting the banking and financial services sectors. To simplify their financial lives, busy professionals and families can outsource their requirements to this one company. Along with selling our own goods, we give advice to professionals in the industry. This allows us to keep our objectivity and give our clients better service. A certified financial planner (CFP) since 2014, a certified life underwriter (CLU) since 2020, and a responsible investment expert (RIS) since 2021 are the three professional titles that Alexey Schwartzman holds.
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