Company description
With over 30 years of combined investment experience, we create long-term financial plans and investment strategies tailored to each one of our clients. With a focus on tax, courtesy of our in-house Chartered Professional Accountant (CPA), our aim is to create wealth and to ensure that you keep more of your hard earned money. Our office is conveniently located out of downtown, but central to where our clients live and work. Providing people with written financial plans, a clear investment strategy and great service has made us a success in the industry. We typically work with clients whose investment portfolios total $500,000 or more. As an independent Manulife Securities Incorporated office, we have the backing of one of the biggest companies in Canada while providing our clients with customized financial plans and investment solutions.
More details
- Services
- financial planning;
Investment Advice;
Insurance;
Estate planning;
Retirement Planning;
Tax Planning;
Severance Packages;
Small Business Services;
- Products
- Mutual Funds;
Stocks;
Bonds;
Life Insurance;
Disability Insurance;
Fee-only Financial Planning;
GICs;
