Great News, Exciting Times......

   I now have the added benefit of helping clients to safely invest in mainstream style investments. Through my partnership with "CI Direct", all your investment accounts can participate in a wide range of well structured portfolios.

   CI Direct (formerly Wealthlink) is a subsidiary of CI Mutual Funds, a large Canadian corporation.

    

   - It's a great way to get professional asset management.

   - easy online access to your accounts 24/7. 

   - transactions and updates handled online, at your convenience.

Of course I still handle segregated mutual funds for special cases.

   

Please do call or email with your enquiries.

CONTACT INFO

Peter Wolgram, CPA/CGA

Insurance Advisor

(BC and Alberta)

Vernon, British Columbia.

Certified General Accountant Chartered Professional Accountant

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Tel:

778-932-1196

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Email:

peter.wolgram@holliswealth.com

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Disclaimer

Wolgram Financial Services is my trade name. I work as an independent Insurance Agent,  licensed in British Columbia and Alberta.  I am contracted to work with many Canadian insurance companies including   Manulife,  Industrial Alliance,  Sunlife,  IA Excellence,  RBC,  Desjardins,  Ivari and  Blue Cross.

My MGA  (managing general agent)  that processes my paperwork and helps me with individual cases is PPI of BC. 

This website is not deemed to be used as a solicitation in a jurisdiction outside of BC or Alberta.

The information provided on this website and in my practice were obtained from sources I believe are reliable, or are my own views, and are not guaranteed and may be incomplete.  Please do contact for updates and more information.

All information gathered is held as confidential. I conform to the Insurance Council of BC rules and code of conduct.