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Business Info
Established in 2005
Our Products and Services:
Portfolio Management
Retirement Planning
Tax Minimization
Estate Planning and Risk Management
Cash and Credit Management
Our Competitive Edge:
Our team has a unique process called the 'Personal Wealth Management Strategy' that can help you to identify your goals and objectives and develop a number of strategies to achieve them.
Awards:
Certified Financial Planner
Elder Planning Counsellor
Chosen as the recommended Financial Planning Firm by the Canadian Association of the 50 Plus "CARP"
Members of:
Financial Planners Standards Council
Advocis
Kawartha Lakes Estate Planning Council
Lindsay Chamber of Commerce
Canadian Initiative for Elder Planning Studies
CAN YOU RETIRE WITHOUT RUNNING OUT OF MONEY?
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