Quirion Financial Service

Quirion Financial Services has been a trusted financial planning and wealth management partner in Thunder Bay and surrounding Northwestern Ontario communities since 1995. Our dedicated team of experienced professionals combines first-hand knowledge and in-depth expertise to create customized financial plans that align with your unique needs and goals.

Meet the Team

At Quirion Financial Services, we pride ourselves on offering sound, honest financial advice based on education, knowledge, and experience. Our team comprises highly skilled professionals with diverse backgrounds in financial planning, portfolio management, and risk analysis.

Our Process

We believe in a collaborative approach to wealth management, involving open communication, regular updates, and ongoing review and adjustment of your financial plan. Our process is designed to:

• Understand your financial goals and aspirations
• Assess your current financial situation
• Develop comprehensive financial strategies
• Implement and monitor your progress
• Provide regular feedback and make necessary adjustments as needed

Our Services

Our comprehensive suite of services includes:

Wealth Planning & Investment Services

• Portfolio management
• Retirement planning
• Estate planning
• Insurance planning
• Tax optimization

Income Tax Services

• Personal income tax planning and preparation
• Business tax planning and compliance

Financial Guidance

• Financial planning and goal setting
• Investment review and analysis
• Credit management and debt consolidation
• Retirement planning and distribution strategies

Resources and Support

We understand that financial planning can be complex and overwhelming. To make the process easier, we provide clients with access to valuable resources, including:

• Online financial planning tools
• Educational materials and webinars
• Regular newsletters and market updates

Commitment to Values

At Quirion Financial Services, we are committed to:

• Trust: We uphold the highest ethical standards and confidentiality.
• Reliability: We provide accurate and timely information and guidance.
• Empathy: We understand the emotional aspects of financial planning and offer personalized support.
• Prudence: We take a measured and balanced approach to investing and risk management.
• Innovation: We stay updated with the latest financial trends and technologies.