BEST RATED » CAPE BRETON NS » FINANCIAL SERVICES

3 Best Financial Services in Cape Breton, NS

Expert recommended Top 3 Financial Services in Cape Breton, NS. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!

R. CHRISTOPHER ANDERSON - SUN LIFE FINANCIAL

245 George Street, Suite 200, Sydney, Cape Breton, NS B1P 1J5 DIRECTIONS

Since 2013

Here’s The Deal:
Christopher Anderson is a financial advisor at Sun Life Financial in Cape Breton. He has been in the financial industry for over ten years. He works clients with a full understanding of their specific situation and goals. He creates a realistic approach to meet the client's financial goals. Based on the client's needs, he helps you make educated financial choices to increase your savings and shield what you save against unexpected events and prepare financially for the future. Christopher Anderson serves in Cape Breton and mainland Nova Scotia.

SPECIALTY:
Retirement, Registered Savings, Financial and Pension Planning, Debts, Assets, Health, Long Term Care and Critical Illness Insurance, Segregated & Mutual Funds

[email protected]

advisor.sunlife.ca/chris....

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Mon-Thu: 8:30am - 4:30pm
Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

KEN MACDONALD - EDWARD JONES

500 Kings Road, Suite 106, Sydney, Cape Breton, NS B1S 1B1 DIRECTIONS

Since 2004

Here’s The Deal:
Ken Macdonald is a financial advisor at Edward Jones in Cape Breton. He has been in the Edward Jones since 2004. Edward Jones is a leading investment firm that offers excellent financial and retirement plans. Edward Jones can work together to develop specific strategies to help you achieve your goals. They can help you create a complete, tailored approach to help you achieve your financial goals. Edward Jones can also monitor your progress to help you stay on track or determine if any adjustments need to be made. Contact them to request an appointment.

SPECIALTY:
Intergenerational, Retirement and Financial Planning, Social Security, Education Savings, Wealth Protection, Insurance, Retirement Savings, Income, Estate & Legacy Strategies

Request an Appointment

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edwardjones.ca/ca-en/fina...

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Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

BRETON WEALTH MANAGEMENT

103 Byng Avenue, Sydney, Cape Breton, NS B1P 5C1 DIRECTIONS

Since 2006

Here’s The Deal:
Breton Wealth Management offers a wide range of products and financial planning services that meet the needs of individuals, families and business owners. They are proud of its growth in Cape Breton and the strong, long-term relationships it maintains with its clients. The firm also supports the local community by providing money and time to many organizations and looks forward to a bright future on this beautiful island. They currently service clients with a variety of financial products and services. They can help their clients to choose a group benefits to plan to suit their needs.

SPECIALTY:
Segregated Fund Policies, Registered Retirement Savings Plans, Loans, Guaranteed Investments, Payout Annuities, Tax-Free Savings Accounts, Investment Funds, Financial, Life, Critical, Disability and Helath Insurance Planning, Group Benefits, Group Retirement & Savings Plans

[email protected]

bretonwealth.ca

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Mon-Fri: 8:30am - 3:30pm
Sat & Sun: Closed

TBR® Inspection Report: