DEVINE AND ASSOCIATES FINANCIAL SERVICES INC.
413 Waterloo Avenue, Guelph, ON N1H 3K3 DIRECTIONS
Since 2016
Here’s The Deal:
Devine and Associates Financial Services Inc. helps you achieve a lifetime of financial security. The firm provides complete financial planning with its highly-trained and personable team's added personal touch. Darren Devine is the president and certified financial planner of the firm. Devine and Associates Financial Services Inc. specializes in investments, life and health insurance, complex tax issues & group policies. They offer holistic financial services through tailored financial plans designed to meet each client's unique goals. The firm serves nearly thousands of clients. Devine and Associates Financial Services Inc. also serves in Brantford.
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 (GUELPH) INC.
4A-317 Speedvale Avenue East, Guelph, ON N1E 1N3 DIRECTIONS
Since 2010
Here’s The Deal:
Wright Wealth (Guelph) Inc. provides complete financial planning and wealth management for clients in Guelph. Their responsibility is to consider your financial needs at every phase of your life, accumulation, growth, preservation, and transition of your wealth. In addition, they aim to build long-term relationships with their clients. The objective of creating a vision and a roadmap is to identify these critical events ahead of time and prepare for the financial impact on your life. Their job is to ensure that their clients and families have the financial security to fulfill as many of their goals as possible. If they plan properly, some of the insurance can even come into play many years down the road to cover tax liabilities arising from your estate or help to create tax-free income in retirement. Wright Wealth (Guelph) Inc. will be right there with you, making the necessary adjustments to ensure your vision and roadmap keeps pace.
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. is a Canadian company with a combined 25 years in the financial services industry serving clients. The firm is staffed with more than 1500 teams of well-trained and provincially licensed financial agents. Experior Financial Group's economic agents take ongoing training and support throughout their financial services careers. The firm provides a clear and detailed analysis of your current financial situation and gives you a step-by-step plan. They offer expert advice with superior solutions. Experior Financial Group Inc. provides a no-obligation and customized financial needs analysis to the clients.
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