SUSAN FRANKS
Since 1980
TD FINANCIAL PLANNER - Retirement Planning, Pre-Retirement Planning, Portfolio Management, Business Planning, Succession Planning, Tax Management, Wealth Management, Asset Allocation, Charitable Giving, Education Planning, Income Planning, Government Benefits & Financial Planning
Specializes in Investment Strategies - Offers Banking and Credit Card Management - They Helps to Keep the Mix of Assets in your Portfolio Aligned with your Goals
TBR® Inspection Report
STEVEN LAVIGNE
Since 2007
INVESTORS GROUP INC. - Investment Planning, Retirement Planning, Estate Planning, Tax Planning, Insurance Planning, Cash Management, Business Planning, Financial Planning, Portfolio Funds, Mutual Funds, Asset Allocation, Charitable Giving & Income Planning
Provides a Socially Responsible Investment Designed to Fit your Financial Goals - Offers They Believes in Fundamental to Long-Term Profitability & Value Creation
TBR® Inspection Report
ALAN PATON
SUN LIFE FINANCIAL - Financial Planning, Estate Planning, Investment Planning, Life Insurance Planning, Personal Health Insurance Planning, Group Benefits Planning, Key Person Protection, Business Succession Planning, Retirement Planning, Critical Illness Insurance Planning & Disability Insurance Planning
Expertise and High Quality, Personalized Client Service - Provides a Comprehensive Financial Strategy Customized to your Needs - Retirement Savings Calculator are Available