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Financial
Planners
Below are
Kingswood.ca's preferred service providers for this category.
Vendors
with a duck next to their name are residents of Kingswood.
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 Sylvain
Morin, CFP, FMA - Investors Group - (902) 225-8332,
423-8294
Tower
1, 207-7001 Mumford Rd • Halifax
•
NS • B3L 4N9
Email
Address: sylvain.morin@investorsgroup.com
Website
Address: www.investorsgroup.com
As your
personal Financial Consultant, you can depend on in-depth
analysis and customized Financial Plan. Whether we're
examining investment performance or customizing tax and
estate and retirement planning options, you will receive
reliable and accurate information to help you make comfortable
investment decisions. By providing personalized Financial
Planning strategies & solutions to add value to my clients
and their families.
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Stephan
M. Phelan, B.Sc., PFP - Berkshire Investment Group Inc.
) 0(902)-832-0147
1254
Beford Hwy • Bedford
•
NS • B4A 1C6
Email
Address: sphelan@berkshire.ca
Invest
with a plan in mind! Before investments can be recommended,
a financial strategy needs to be in place, outlining your
goals, objectives, liquidity requirements & tax position.
I need to know WHY you are investing, before I recommend
WHAT to invest in. With proper planning comes peace of
mind, putting to rest common concerns such as ones ability
to retire, outliving ones savings, reducing ones tax burden
& preserving ones estate just to name a few. Call today
for a no cost, no obligation consultation.
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 David
Savoie, PFP, Divison Director -Investors Group
(902)-832-4970
34
Jarret Lane • Hammonds
Plains •
NS •
Email
Address: david.savoie@investorsgroup.com
Website
Address: www.investorsgroup.com
Are you
eager to take command of your own finances? If so, you'll
want to meet with me as your Investors Group Consultant
to discuss the basics and ensure that you have a high
level of confidence in your financial decision-making.
Allow me to help define your goals, focus your options
and understand recommended actions for every stage of
your life. Although your goals may change over the years,
your need for reliable information will always remain.
Whether I'm providing you with one-on-one advice or timely
seminars and tutorials, the team at Investors Group -
including every specialist and Portfolio Manager - is
committed to providing the up to date information you
need to manage risk, reduce taxes and fulfill your financial
goals.
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Company Name
- (902) xxx-xxxx
Street Address
• City • NS • B1B 1B1
Email Address: name@domainname.ca
Company description |
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Company Name
- (902) xxx-xxxx
Street Address
• City • NS • B1B 1B1
Email Address: name@domainname.ca
Company description |
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