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Polite, prompt and professional. Gave us the best rate on investments and assisted us with taxes as well. Highly recommend.
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Finances near Cavan ON (503 Result(s))
At True North Retirement Counsel we help people live "healthy financial lives". While we work with folks at all stages of life, we specialize in helping people make a successful transition to life after work. People should approach retirement with excitement and anticipation, but instead many are filled with anxiety and fear about this next stage of life. Most often this fear comes from the "unknown". What will life be like? What will I fill my days with? Who will I hang out with? How much is it all going to cost and do I have enough money?
At True North Retirement Counsel we know this fear can be eliminated by removing "the unknown" and replacing it with guidance in the form of a written plan. We accomplish this with a process that combines advanced yet easy to use tools, with our expertise in creating retirement income plans. It isn't rocket science but does require the specific skills that we possess, along with an understanding on your part about what truly motivates you.
Welcome to Sunlife Financial mobile service! Senior financial advisor Lisa McConnell with over 28 years of industry experience. Take this opportunity to invest in yourself and your future by working with a financial advisor. Life is brighter under the sun!
165 Kent Street West,3rd Floor, Lindsay, ON K9V 4S2
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.
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