At Tipper Financial Services, we are dedicated to providing expert financial advice and objective recommendations to help you meet your financial goals. We are an independent financial advisory firm and a family-run business based in the Bay of Quinte region, offering financial advisory services and acting as an independent broker for various financial products. Our commitment to understanding your unique situation and objectives allows us to tailor our services to your specific needs.
Who We Are
As a family-run business, we pride ourselves on our collaborative approach to financial planning. Our team consists of experienced financial advisors and dedicated administrative support staff, working together to ensure our clients receive a superior level of service.
*Advisors:*
1. Adam Tipper, BSc, RHU, CFP CERTIFIED FINANCIAL PLANNER - President, Tipper Financial Services Ltd. and Mutual Funds Representative, Monarch Wealth Corporation
Adam Tipper has been with Tipper Financial Services since 2006 and became the co-owner in 2008. As the President, Adam focuses on client service for both personal and business clients, while also overseeing the company's overall responsibilities. He is a mutual fund representative with Monarch Wealth Corporation and holds a Bachelor of Science (BSc) from McGill University. Adam has also obtained his Registered Health Underwriter (RHU) and Certified Financial Planner (CFP) designations, further demonstrating his commitment to providing the highest standard of financial advice.
Services: Tailored to Your Needs
At Tipper Financial Services, we offer a range of services to cater to the diverse financial needs of our clients. Our services include:
*Individual Services:*
1. Comprehensive Financial Planning: We work closely with you to understand your financial goals, assess your current situation, and develop a customized plan to help you achieve your objectives.
2. Investment Advice: Our team utilizes investment software and research to make objective investment recommendations tailored to your risk tolerance and time horizon.
3. Insurance Solutions: We provide insurance advice and solutions, such as life, disability, and critical illness insurance, to protect you and your loved ones from unforeseen events.
Business Services
1. Group Benefits and Pension Consulting: Our team helps businesses design and implement group benefit and pension plans that attract and retain top talent while staying within budget.
2. Business Succession Planning: We work with business owners to develop a plan for the successful transition of their business to the next generation or potential buyers, ensuring the continuity of the business and securing the owner's financial future.
High Net Worth Services
1. Wealth Management: We offer comprehensive wealth management services to high net worth individuals, including investment management, estate planning, tax planning, and charitable giving strategies.
Our Commitment to You
At Tipper Financial Services, our commitment is to:
- Thoroughly understand your financial goals and situation
- Help you meet your goals while providing an engaging, superior level of client service
- Ensure our recommendations are made on an objective basis using investment, insurance, and planning software
- Act as your independent broker, dealing with the majority of financial institutions on your behalf
Your first step to financial well-being starts with a brief conversation with us. We will discuss your financial situation and provide a no-obligation recommendation on how we can work together to meet your financial goals. Schedule a conversation today and start your journey towards financial security and growth.
Overall Satisfaction
The reviews highlight a high level of satisfaction with the financial planners, with all reviewers praising their expertise, trustworthiness, and willingness to explain their strategies.
Expertise and Trust
Reviewers praise the planners for their extensive knowledge and expertise in the financial sector, which they value greatly. They trust the planners to provide sound advice and make informed decisions on their behalf.
Communication
Many reviewers appreciate the planners' ability to clearly explain complex financial concepts and present options in a user-friendly manner. They take the time to listen to their clients' concerns and prioritize their needs.
Investment Strategy
Reviewers emphasize the importance of a well-thought-out investment strategy and appreciate the planners' ability to tailor their approach to each individual's goals and risk tolerance.
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