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Business Profile

Financial Planning Consultants

Howe & Gramlich Wealth Management Inc.

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Planning Consultants.

About

About This Business

Products and Services

Howe & Gramlich Wealth Management specializes in financial planning, investment management, risk management and estate planning including life insurance, disability insurance and mutual funds.

Years in Business: 25

Business Details

BBB File Opened:
22/7/2015
Business Started:
3/1/2000
Business Started Locally:
3/1/2000
Business Incorporated:
21/11/2001
Type of Entity:
Corporation
Business Management:
David Gramlich, President
David Howe, Vice President
Loretta Paul, Office Manager

Additional Contact Information

Principal Contacts
David Gramlich, President
Customer Contacts
David Gramlich, President
Fax numbers
Primary Fax: (250) 953-6825

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 12732 for this business, issued by City of Victoria

City of Victoria

1 Centennial Square

Victoria BC V8W 1P6

BBB records show a license number of 9147652C114924R1 for this business, issued by Insurance Council of BC

Insurance Council of BC

1400-745 Thurlow St

Vancouver BC V6E 0C5

BBB records show a license number of 656272 for this business, issued by WorkSafe BC

WorkSafe BC

4514 Chatterton Way

Victoria BC V8X 5H2

  • This company is licensed by the Insurance Council of BC under 914652C114924R1 and classed as Life Agent Corporate/Partnership effective date June 1 2008. David Arthur Howe is licensed under 59797C67501R1 classed as Life Insurance effective date June 1 2008.David Edward Gramlich is licensed under 107051C72975R1 classed as Life Insurance effective June 1 2008.
    Both principals are active with the Mutual Funds Dealer Association of Canada.

Additional Information

Other Resources
BCSC - BC Securities Commission
701 West Georgia Street
Vancouver BC V7Y 1
Phone Number: (800) 373-6393
http://www.bcsc.bc.ca
[email protected]
Program Participation
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