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Van Alphen Advisory Team

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Address 399 Main Street Suite 105 Penticton BC, V2A 5B7
Telephone Number (833) 610-0234
Email Email us
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Telephone Number Tel

WHY WORK WITH US?
 

At the Van Alphen Advisory Team you are not just getting investment advice. We are passionate about helping Canadians increase their net worth and removing the financial stress that's become more and more difficult everyday. Whether it's buying property, dealing with an estate, saving on taxes, or just being a sounding board we are here for our clients when they need us. 

 

Call 250-770-2116 today to set up a free, no pressure meeting to make sure you're on the right track! 

 

The Van Alphen Advisory Team provides answers to your financial questions, such as:

  • How much can I spend per month in retirement?
  • How many trips can we go on?
  • Can we help our kids buy a home?
  • What can we do to reduce our taxes?
  • How much will my estate be and how can we reduce death taxes?
  • What kind of retirement home will we be able to afford in the future?
 

WHAT WILL WE DO FOR YOU?

Van Alphen Advisory Team is based on these core values

  • Putting the clients interest first when offering advice and solutions. If it's best for you it's best for us.
  • Making sure clients get as much value as possible for the fees they are paying. We are your first contact in all of your financial decisions and will resolve any issues as quickly and efficiently as possible.
  • Using all the options at our disposal to lower investment costs for clients while still providing access to all of the investment solutions available in Canada.
  • Being the trusted partner in all of our clients financial decisions

 

Robert Van Alphen

Click on the 'Contact Us' button in the menu above to book an FREE CONSULTATION today!

**Our consultation is completely free but our household minimum is $250,000**

 

 

 

Contact us

Address

Van Alphen Advisory Team Address
399 Main Street
Suite 105
Penticton, BC V2A 5B7
Telephone number: (833) 610-0234
 

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.