Specialty:
“Active Wealth Management's team has grown, and their services have diversified, but their professionalism and standard of personal attention have remained consistent. They are a goal-oriented financial firm that helps clients build and protect all they have worked hard to create. They understand local challenges and opportunities and ensure these are reflected in your financial plan. Their unique approach to working with clients helps achieve financial clarity. They are proud to be an Ontario business specializing in the Eastern Ontario region. From their office in Belleville, they serve clients from east of Toronto, west of Kingston, south to the Bay of Quinte and Prince Edward County, north to Hastings and Algonquin Park, and northwest to the Peterborough-Kawartha region.
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2025 Update: They are full-service financial planners who have been serving Eastern Ontario for over 15 years.”