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https://www.yelp.com/biz/v-i-strata-financial-management-nanaimo
V I Strata Financial Management in Nanaimo, reviews by real people. Yelp is a fun and easy way to find, recommend and talk about what’s great and not so great in Nanaimo and beyond.
https://www.bbb.org/ca/bc/nanaimo/profile/property-management/v-i-strata-financial-managment-0047-37348
Business Profile for V I Strata Financial Managment. Property Management. Business Profile. V I Strata Financial Managment. 531 Summit. Nanaimo, BC V9T 5J7 (250) 756-1275. At …
https://www2.gov.bc.ca/gov/content/housing-tenancy/strata-housing/operating-a-strata/finances-and-insurance/financial-best-practices
Strata management companies holding funds in trust for their client must have separate accounts for operating, CRF (contingency reserve fund) and special levies. Promote transparency and disclosure. Financial records such as budgets, financial statements and bank statements should be easily available to owners. Additional owner scrutiny is a ...
https://www.stratafinancial.com/management-team
[email protected]. Mitch is a Managing Partner and Financial Advisor at Strata Financial Group, LLC. Mitch provides individual and family financial planning, retirement planning, investment management, and portfolio management services.
https://www.stratafinancial.com/investment-management
Strata manages 3 income-based mutual fund/ETF models for clients that are in their retirement distribution phase and need to take income on a yearly basis. Strata also manages 3 pure stock models. Strata maintains processes for both mutual fund and stock models that detail security research, investment selection parameters, portfolio allocation ...
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