DEVINE AND ASSOCIATES FINANCIAL SERVICES INC.
413 Waterloo Avenue, Guelph, ON N1H 3K3 Directions
Since 2001
Here’s The Deal:
'Devine and Associates Financial Services Inc' provides the complete financial planning and investment guidance to clients with their highly-trained and personable team's added personal touch. They pride themselves on being your partner in wise wealth management and all good partnerships. Darren Devine is a president and certified financial planner at Devine and Associates Financial Services Inc. He specializes in retirement and estate planning. The team is dedicated to you and your family's financial plans needs and provides high-quality information about financial products and services. 'Devine and Associates Financial Services Inc' offers custom planning with a one-on-one meeting. They take the time to thoroughly understand every Client’s current situation and create a plan tailored to them.
SPECIALTY:
Key Person Protection, Investment and Money Management, Segregated Funds, Mutual Funds, Tax-Free Savings Account, Critical Illness, Disability, Health and Life Insurance, Financial, Retirement, Estate, Business Continuation and Succession Planning, Mortgage Protection, Shared Ownership, Health & Welfare Trust
TBR® Inspection Report:
WRIGHT WEALTH FINANCIAL SERVICES
4A-317 Speedvale Avenue East, Guelph, ON N1E 1N3 Directions
Since 2010
Here’s The Deal:
Wright Wealth Financial Services provides complete financial planning and wealth management for clients in Guelph. Trevor Wright is a principal and owner of the Wright Wealth Financial Services. He is a certified health insurance specialist and master financial advisor-retirement income. He has been a financial advisor for over 31 years. They provide strategic, approachable, and connected financial planning and wealth management to individuals, families, small businesses and corporations. They believe in giving clear guidance to his clients and keeping them informed each step of the way in an ever-changing financial marketplace. Wright Wealth Financial Services understands your unique financial goals, so they only create customized financial plans tailored to your unique requirements.
SPECIALTY:
Life Insurance, Retirement, Severance, Inheritance, Succession, Philanthropy and Legacy Planning, Portfolio Analysis, Insurance Risk and Investment Management, Growth Target Assessment, Cash Flow and Debt Management, Tax Strategy, Deferred Compensation, Executive Pensions, Group Insurance & Benefits
TBR® Inspection Report:
EXPERIOR FINANCIAL GROUP INC.
660 Speedvale Ave West, Suite #205, Guelph, ON N1K 1E5 Directions
Since 2014
Here’s The Deal:
Experior Financial Group inc offers full-service financial brokerage and helps clients with debt elimination, insurance and investment solutions. They have over 25 years of combined experience in the financial services industry. Their highly trained and licensed agents meet with you to build a personalized financial pathway that meets your family's unique requirements and goals. The team offers a clear and detailed analysis of your current financial situation and gives you a step by step plan. Experior Financial Group's financial agents take ongoing training and support throughout their financial services careers.
SPECIALTY:
Debt Solutions, Charitable Giving, Group Benefit Plans, Disability, Travel, Health and Dental Insurance, Children’s Education and Retirement Planning, Tax-Free Savings Accounts, Long Term Care, Investment and Wealth Management, Asset and Income Protection, Debt Elimination & Refinancing Services