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          Kuehnel Wealth at Raymond James Ltd has 1 locations, listed below.

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            Business ProfileKuehnel Wealth at Raymond James Ltd

            Financial Planning Consultants

            Contact Information

            #102 - 5220 Dublin Way

            Nanaimo, BC V9T 0H2

            Visit Website
            (250) 729-2850

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            BBB Rating & Accreditation

            A+

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            Years in Business: 11

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            Products & Services

            We help people build, protect, and enjoy their money to allow them more time and freedom. Our goal is to make money management easier for you, so please contact us if you have questions.

            Eric is the lead manager of the KUEHNEL portfolios available exclusively through the Private Investment Management Group of Raymond James Ltd. He has over 20 years of experience in the investment field and uses a multi-disciplinary approach in managing the portfolios. He specializes in tax-efficient, conservative, income and balanced growth portfolios. Eric meets the most exacting standards for industry experience and advanced education, and has solid endorsements from his peers and superiors. He also holds CIM (Canadian Investment Manager) accreditation, the CFP (Certified Financial Planner), and is a fully licensed discretionary portfolio manager.

            Business Details

            Location of This Business
            #102 - 5220 Dublin Way, Nanaimo, BC V9T 0H2
            BBB File Opened:
            10/5/2017
            Years in Business:
            11
            Business Started:
            14/12/2012
            Type of Entity:
            Sole Proprietorship
            Business Management
            • Eric Kuehnel, Financial Advisor
            Contact Information

            Principal

            • Eric Kuehnel, Financial Advisor

            Customer Contact

            • Eric Kuehnel, Financial Advisor
            Additional Contact Information

            Fax Numbers

            • (250) 824-0519
              Primary Fax

            Phone Numbers

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