Focused Financial Planning
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Details & Description

Products and Services

  • Mutual Funds,
  • Life Insurance,
  • Financial Planning,
  • RRSP,
  • GIC,
  • RIFF,
    • TFSA,
    • Pension,
    • Group Benefits,
    • Group Savings,
    • Investment Loans,
    • RRSP Loan,
    • Banking,
    • Mortgages,
    • ETF Portfolios,
    • Ethical Funds,
    • Segregated Funds,
    • RESP Loans,
    • Private Health Plan,
    • High Interest Savings Accounts,
  • more...
  • less...

Brands Carried

  • Investia,
  • Industrial Alliance,
  • Canada Life,
  • Foresters Life,
  • Canada Protection Plan,
  • BMO,
    • Manulife,
    • Edge Benefits,
    • Empire Life,
    • Equitable Life,
    • IA Clarington,
    • AGF,
    • B2B Bank,
    • Fidelity Investments,
    • CI Investments,
    • Dynamic Funds,
    • Invesco,
    • Manulife Investments,
    • TD Asset Management,
    • Assumption,
    • Beutel Goodman,
    • MacKenzie,
    • PH&N,
    • Renaissance,
    • RBC Mutual Funds,
  • more...
  • less...

Specialties

  • Financial Planning,
  • Retirement Planning,
  • Portfolio Analysis,
  • Investment,
  • Life Insurance,

Languages Spoken

  • English,
Location
549 North River Rd 2nd Floor, Charlottetown, PE C1E 1J6
Useful Information

Opening Hours *Holiday hours

Monday
Tuesday
Wednesday
Thursday
Friday
Appointment only
Appointment only
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Methods of Payment:

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