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Fred Evans Financial is a financial services company that specializes in insurance, wealth management, and estate planning. We offer a range of products and services to help individuals, families, and corporations manage their finances and achieve their goals. Our team of experienced advisors provides unbiased financial advice to help our clients make informed decisions.
Fred and his team are praised for their exceptional work ethic and honesty.
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Susan Creasy Financial Inc. is a professional financial planning and investment advisory service, providing personalized guidance and expertise to help individuals, families, and businesses achieve their financial goals. Our team, led by Sue and Aaron, offers a comprehensive range of services, including investment management, financial planning, retirement planning, estate planning, and insurance solutions. We take the time to understand our clients' unique needs and goals, providing customized solutions to help them build, grow, and protect their wealth.
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Phoenix Financial provides quality service, personal advice, and a diverse range of products to meet the unique needs of every client. We prioritize the best interests of our clients. Our services include investment services, registered retirement savings plans, tax-free savings accounts, and more.
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Secura Financial Group is a financial planning organization formed in December 2003, providing professional financial planning services to business owners, professionals, retirees, and families. With a team of experts, we help clients identify their needs and craft solutions to add value to their lives. We specialize in providing tax-efficient strategies to help clients keep their hard-earned money in the hands of those important to them. Our services include financial planning, investment and insurance solutions, and estate planning. With over 100 years of combined experience in the investment and insurance industry, our partners and advisors work together to provide comprehensive financial planning to help clients achieve their goals.
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Salute Financial is a boutique investment management firm headquartered in Kingston, Ontario, providing personalized investment solutions to clients across Canada. Our father-son team, Randy and Darryl Cleary, take a proactive management approach, aligning their interests with those of their clients. We offer a range of services, including investment management, consulting, and wealth planning, with a focus on simplicity, flexibility, and performance-driven compensation. Our goal is to provide comfort and confidence to our clients, knowing that we treat their hard-earned assets with the same care as our own.
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Wise Women & Wealth Plan2Thrive offers a goal setting action plan to help women who have gone through any life transition set and achieve their goals. With over 30 years combined experience in the financial and insurance industry, Wise Women & Wealth Plan2Thrive provides high-quality, comprehensive financial planning to help women reach their unique financial goals. The company offers a wide range of services, including tax planning, risk mitigation strategies, and more.
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