At Perceptive Financial Ltd, we offer professional assistance with your personal tax return needs. Professionally Done and Reasonably Priced. We also offer life and health insurance for a wide range of companies - call us for a quote.
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at a time.
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at a time.
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at a time.
Kim Reddin is professional, personable, caring & sincere. She is extremely knowledgeable about the mortgage industry and is always reliable and extremely quick in answering questions.
I would highly reccomend that anyone looking for a new mortgage or looking to renew contact Kim. She dealt with us for over a year and was amazing & never once minded any of our multiple questions!Read more
Our dedicated Investment Advisors work directly with customers, recommending comprehensive solutions that fit their lifestyle. They go further by truly understanding their clients’ goals, dreams and helping them to achieve all their opportunities.
We are a P.E.I-based company with five divisions: Accounting & Auditing; Consulting Services; Bookkeeping & Reporting; Tax Services; and Valuation Services.
We have been providing outstanding service to businesses for over 35 years with a current staff complement of 50.
We have offices in Charlottetown and Summerside, P.E.I.
Everett Roche is a Partner at MRSB and leads the Consulting division within MRSB. The MRSB team of consulting advisors offers a diverse and professional portfolio, having worked with private businesses and corporations, government agencies, lending institutions, post-secondary educational institutions and not-for-profit organizations in both Prince Edward Island and internationally. This team brings industry knowledge, professionalism and a forward-thinking outlook to each engagement, providing you with actionable solutions and moving you toward your definition of success.
Some of the services include:
Business Planning & Entrepreneurship
POW3R Strategic Planning, Implementation & Facilitation
Economic & Sector Development Strategies
Funding Proposals
Project Management
Program & Project Evaluation
Cooke Insurance Group may have evolved from humble beginnings, but the vision and drive to be the leading coverage solution provider for all your insurance and investment needs has never changed. Established in 1972 by founder Charlie Cooke, Cooke Insurance Group has grown to include offices throughout Atlantic Canada
With over 40 years of experience, we focus on delivering comprehensive products and services. In addition to insurance, our in-house claims experts are on hand should one of your claims need independent advice. And our in-house financing team can offer a wide variety of flexible payment options. From health plans to life & disability, from personal to corporate... we've got you covered.
We understand that client loyalty must be earned and we are committed to creating a value-added experience. Our team is responsive rather than reactive to changing customer needs, through continuing education and by using technology to enhance customer service.
We have access to and use the most up to date financial planning software from all our insurance carrier partners. We leave no stone unturned to prepare the best possible package for each client's specific situation and needs. Our team will be happy to assess your needs and build a strategy tailored to your every concern.