Lawrence Cole

At Cole Wealth Management Inc., we understand that everyone's financial aspirations are unique, just like they are. Our commitment is to empower individuals, families, and business owners to achieve their financial security goals through a comprehensive and personalized approach.

Meet Your Advisor

Lawrence Cole, our Financial Security Advisor and Investment Representative, is dedicated to helping his clients navigate the complex world of financial security. With a strong foundation in management and experience in the seafood industry, Lawrence has a unique ability to connect with his clients and understand their specific needs. His genuine desire to help others achieve their financial goals is evident in every interaction.

Our Planning Process

Financial security planning is not just about planning for retirement or protecting oneself against risk; it's about making goals come true. At Cole Wealth Management Inc., we believe in taking a holistic approach to financial planning, considering factors such as risk tolerance, investment comfort level, and life stage. Our integrated planning process is designed to help our clients create a customized plan that balances risk and brings their goals within reach.

Our Services

At Cole Wealth Management Inc., we offer a range of services tailored to meet the individual needs of our clients, including:

• Investment Management: A customized investment strategy designed to help our clients achieve their financial goals.
• Insurance Planning: A comprehensive approach to risk management, protecting our clients' financial security and peace of mind.
• Tax Reduction and Estate Planning: Expert guidance to help our clients minimize taxes and ensure their estate is distributed according to their wishes.
• Business Solutions: Proven strategies to help business owners optimize their financial performance and achieve their goals.

Let's Get Acquainted

At Cole Wealth Management Inc., we understand the importance of building long-term relationships. We invite you to schedule a complimentary "Get Acquainted" meeting to discuss your financial security goals and learn how our team can help you achieve them.