CI FINANCIAL CORP - ASSANTE WEALTH MANAGEMENT
395 Centre Street North, #300, Huntsville, ON P1H 2P5 DIRECTIONS
Since 1965
Here’s The Deal:
CI Financial Corp simplifies the wealth planning process by providing clients with a strategy to meet their life goals. They offer an innovative and industry-leading selection of investments and comprehensive wealth services to meet the needs of all investors. They develop a retirement plan that capitalizes on the opportunities of today and is sustainable over the long term. They provide holistic wealth planning services to high-net-worth individuals, business owners and families. They work closely with their clients to understand their unique needs, concerns and priorities.
SPECIALTY:
ETF, Private Wealth, Direct Investing, ESG Strategy, Retirement Planning & Wealth Management
TBR® Inspection Report:
ELENI PANOULIAS - TD FINANCIAL PLANNER
107 North Kinton Avenue, Huntsville, ON P1H 0A9 DIRECTIONS
Since 1988
Here’s The Deal:
Eleni Panoulias involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives. She has held various leadership positions with TD Bank and has been actively engaged in fostering strong client relationships while helping clients achieve their financial goals. TD financial planner help with your retirement planning and provides financial peace of mind in the years leading up to retirement planning throughout what can be one of the most rewarding phases. They look forward to working with you to help you achieve your personal financial goals. Their team offers planning for the cost of education as a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their careers and businesses. TD financial planner also Serves in Bracebridge.
SPECIALTY:
Wealth, Tax and Credit Management, Education Funding, Asset Allocation, Banking, Investment Strategies, Government Benefits, Business Succession Planning, Charitable Giving & Retirement Planning
TBR® Inspection Report:
ALAN PATON - SUN LIFE FINANCIAL
38 Glenwoods Drive, Huntsville, ON P1H 1B6 DIRECTIONS
Since 2002
Here’s The Deal:
Alan Paton is a financial advisor at Sun Life Financial Company. He works closely with you to fully understand your specific situation and goals. Alon Paton knows about your need, so that he will help you make informed financial choices to build your savings and protect what you save against unexpected events, and prepare financially for the plan. Sun Life Financial provides its clients with some segregated fund contracts that also offer guaranteed lifetime income. They are committed to helping their clients achieve lifetime financial security and live healthier, brighter lives. They allow you to make financial choices to build your investments, and they develop your savings, protect your family and retire with confidence.
SPECIALTY:
Financial and Registered Savings Planning, Debts and Assets, Personal Health, Health, Long Term Care and Critical Illness Insurance, Mutual and Segregated Funds, Investment, Income, Retirement & Pension