Categories ? We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor
Languages ? Advisors will sometimes have proficiency in languages other than English and French
Provinces Licensed | Served ? Occasionally advisors will be licensed in different provinces.
Certification/Additional Courses
? See our glossary of certifications at https://advisorsavvy.com/glossary-financial-certifications/
About Coby
Investible Asset Range: Not applicable
Years in Business: 4
Fee-based: Yes
Bay & Associates
1631 Dickson Ave
Suite 600
Kelowna
British Columbia
Canada
V1Y 0B5