Concentric-Risk-Security-Management near Pelham ON (66 Result(s))

You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of. We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients. The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We'll do the same for you. And we'll work hard to earn your trust.

We would like to welcome you to our Welland Office at 449 Thorold Road, which was founded in 2008. We have been servicing the Welland area since 1998 through our previous location at Niagara Street. Our value proposition is based on a foundation of professional comprehensive service, objectivity, communication and strength through teamwork and corporate support.Thank you for your interest. Our professional team looks forward to meeting all of your financial needs.The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of DundeeWealth Inc., its subsidiaries, or its affiliates, including, but not limited to, Dwm Securities Inc. Dundee Private Investors Inc., Dundee Insurance Agency Ltd. and Dundee Mortgage Services Inc.. This website is not deemed to be used as a solicitation in a jurisdiction where this DundeeWealth representative is not registered.