Capital City Executives' Association

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Member Details

PI Financial - Ocean Wealth Team - Steve

"Member Name - main"Member Name - logo

Category: Financial Planning / Broker
Contact: Steve Bokor
Alternate: Michelle Boker

Street Address:
#620 - 880 Douglas Street
Victoria, BC V8W 2B7

Phone: 250-405-2930
Fax: 250-405-2911
Toll Free:
Email: sbokor@pifinancialcorp.com
Website: www.oceanwealth.ca

After more than 30 years in the investment industry, I believe in three investment tenants. I believe investors are unique, so their investment portfolio should be unique too. I believe investors need proper diversification. Too often I find investors under-diversified. Finally I believe in using a holistic approach that utilizes all of the investment products and services available to investors. Every Canadian needs to pay their fair share of taxes. Unfortunately I find a lot of Canadians are paying too much. Call me to find out if you are paying too much.

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