BBB Accredited Business Profile

Howe & Gramlich Wealth Management, Inc

Howe & Gramlich Wealth Management, Inc

(250) 953-6814

Howe & Gramlich Wealth Management, Inc

17 years in business
1012 N Park St
Victoria, BC V8T 1C6
BBB File Opened: 22/07/2015
Business Started: 03/01/2000
Business Started Locally: 03/01/2000
Business Incorporated: 21/11/2001 in BC
Type of Entity
Corporation
Business Management
  • David Howe, Partner
  • Loretta Paul, Office Manager
Contact Information
  • Principal: David Gramlich, President
  • Alyson Hatter, Client Service Specialist
Business Category
  • Financial Planning Consultants
  • Insurance - Life
  • Insurance - Disability
  • Mutual Funds
  • Investment Management
  • Risk Management
  • Estate Planning & Management

Products & Services
Howe & Gramlich Wealth Management specializes in financial planning, investment management, risk management and estate planning including life insurance, disability insurance and mutual funds.
Licensing, Bonding or Registration
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.
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.
BBB accredited business

A+

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Mon: 09:00 AM to 05:00 PM
Tue: 09:00 AM to 05:00 PM
Wed: 09:00 AM to 05:00 PM
Thu: 09:00 AM to 05:00 PM
Fri: 09:00 AM to 04:00 PM
Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Howe & Gramlich Wealth Management, Inc

Howe & Gramlich Wealth Management, Inc

BBB ACCREDITATION SINCE 30/07/2015

Customer Review Rating:

There are NO reviews for this business.
Be the first to leave a review!
This business has no complaints filed