Sholdice Financial Services

Sholdice Financial is a financial planning firm dedicated to providing comprehensive financial solutions to individuals, families, and business owners in Cambridge, Ontario. Our team of experienced financial advisors takes a personalized approach to understand your unique financial goals, risk tolerance, and objectives. We believe that financial planning is not just about managing your money; it's about securing your peace of mind and achieving your dreams.

Our Services

At Sholdice Financial, we offer a wide range of financial services designed to help you achieve financial freedom. Our services include:

• Financial Planning: We help you create a customized financial plan tailored to your specific needs and goals.
• Retirement Planning: We assist you in planning for a secure and comfortable retirement.
• Estate Planning: We help you create a detailed estate plan to protect your legacy and ensure that your wishes are respected.
• Tax Planning: We provide expert tax planning strategies to minimize your tax liabilities and maximize your savings.
• Portfolio Analysis: We analyze your investment portfolio to ensure that it is aligned with your risk tolerance and financial objectives.
• Insurance Analysis: We review your insurance coverage to ensure that you have adequate protection for your loved ones.

Our Philosophy

At Sholdice Financial, we believe that financial planning is a journey, not a destination. We take the time to understand your unique circumstances, goals, and risk tolerance to create a personalized financial plan that meets your needs. We believe in empowering our clients with financial knowledge and education, so they can make informed decisions about their financial lives. We are committed to building long-term relationships based on trust, integrity, and transparency.

Our Values

• We believe that every individual deserves to have control over their financial lives.
• We are committed to providing unbiased and objective advice that is in the best interest of our clients.
• We believe in empowering our clients with financial knowledge and education to make informed decisions.
• We are dedicated to building long-term relationships based on trust, integrity, and transparency.