Tipper Financial Services Ltd. is a family-run business providing independent financial advisory services and acting as an independent broker for financial products in the Bay of Quinte region. We focus on understanding our clients' goals and provide expert advice to help them achieve financial well-being. Our team uses investment, insurance, and planning software to ensure objective recommendations, and we are committed to international professional standards of competence, ethics, and practice through our CFP certification. With a collaborative approach, we strive to provide superior client services and help our clients meet their financial goals while maintaining confidence and balance between financial security and growth.
The financial planners are knowledgeable, trustworthy, and excel in communication, making them a reliable choice for financial guidance.