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Navigator Financial
Navigator Financial Services Inc. is an independent financial advisory firm. Its focus is to provide clients with personal and comprehensive financial...
Overview
Navigator Financial Services Inc. is an independent financial advisory firm. Its focus is to provide clients with personal and comprehensive financial planning addressing wealth management, risk management and estate planning. The firm works with clients to build financial strategies around their goals, timing and costs. Professionally-qualified financial advisors and portfolio managers combine strategic thinking with independent advice.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Edmonton
Corporate office
United States
Principals
John Kok
Senior Financial Advisor / President
Larry Lukenchuk
Life Insurance Advisor
Loni Chubaty
Licensed Advisor/Director of Client Services
Valerie Kok
Business Manager
Jessica Bayer Pinheiro
Administrator
Frequently asked questions
Does Navigator Financial disclose its AUM?
No. The firm does not publicly publish an AUM figure, and no third-party source has reported one.
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