Multiple locations
We are a full service wealth management with over 20 locations in Canada. We provide investment advice as well as tax and retirement planning. National bank is one of our strategic partners and we are a member of CIPF (Canadian Investor Protection Fund).
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What do you love most about your job?
Creating long lasting relationships with my clients
Can you provide your services online or remotely? If so, please add details.
I can provide all my services both online and in person
Financial Planning
Retirement and Tax planning
Investment Advise