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VerifiedFinancial Services· Founded 1993

Mann Team Wealth Management

At the Mann Team, we provide Portfolio Management, Investment Strategy, Retirement, and Estate Planning—all designed to help our clients achieve a “work-optional” lifestyle. If you feel your tax, retirement, or investment planning could be better, keep reading to discover: The key difference between a Portfolio Manager and an Investment Advisor—and why it can have a major impact on your finances How we structure investment portfolios differently from most financial professionals What you can do today to improve your returns, protect your capital, and secure your retirement At the Mann team we manage over $1 billion in investments through smart planning, low flat-rate fees and personalized advice. We’ve helped hundreds of families build effective, tax-efficient portfolios. Would you like to take complete control of your financial well-being? Call or message me at 604-307-7845 or book a FREE 20-minute financial assessment at https://calendly.com/tanyasuelzle social media disclaimer http://ow.ly/XvqU30o8uTc

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HeadquartersVancouver, CanadaEmployees5(11 to 50)Founded year1993Websitemannteamwealth.comLinkedIn profileLinkedIn

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  • 1administrative assistant
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  • 1senior portfolio manager & senior investment advisor

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