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I deliver personalized financial solutions to empower clients (Individuals and Small Businesses) toward lasting security. Specializing in investments, life insurance, critical illness, travel insurance, and living benefits, I craft strategies for retirement planning, tax optimization, and wealth management. My approach prioritizes your unique goals, offering clear guidance to navigate complex financial landscapes. Whether you’re a family planning for the future or an individual building wealth, I provide tailored advice with integrity and expertise. With a commitment to education and trust, I help you achieve financial confidence and peace of mind. Let’s create a roadmap to your dreams today!
ACA Financial is an independent Financial Advisory Firm. Founded on the principle of Client Focused Advise. Income - Investment - Insurance - Group Benefits Desjardins Financial Securities Investment Inc.
We are a North American company with a combined 30+ years in the financial services industry serving customers. We offer a unique Tribid model by combining the best of the captive companies and the best of the broker world to create a genuinely unique Managing General Agency (MGA) that works for both our clients and our Agents. We have become known across the country as one of the fastest growing MGA’s in Canada and we have expanded into the USA to bring this unique model south of the border. Established in 2014, with our Headquarters in Guelph, Ontario with associates throughout Canada and the USA. Our Mission statement is Building Financial Foundations for Families to Empower Them Today and Leave a Legacy for Tomorrow. Our success is partially due to our client solutions built around our proprietary Expert Financial Analysis software (EFA). It provides our clients with a simple easy to follow financial program offered exclusively through Experior Associates.
The award winning R Knowles & Associates' Financial and Estate Planning, Wealth and Risk Management has served the north shore for over 25 years and is affiliated with the nationally accredited and independent financial advisory firm, Customplan Financial Advisors Inc. (a.k.a. Equinox Financial Group Inc.). A fully licensed and registered firm through both the BC Securities Commission and the Insurance Council of BC, since 1990, we have provided the choice between fee-for-service or commission based options or a combination of both services. Written reports with results expectations to establish a new portfolio or for second opinions (e.g. investments or tax analysis) to special issues (e.g. insurance review and analysis for personal or company needs with current national insurance rate comparison). Summary statement reporting. Free initial consultation with recommendations.
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