3 Best Financial Services in North Bay

“SCHMIDT AND DICKENS WEALTH ADVISORS is a renowned financial planning team at CI ASSANTE WEALTH MANAGEMENT in North Bay. They excel in establishing precise planning objectives, identifying gaps, uncovering opportunities, and crafting an all-encompassing financial plan that harmonizes every facet of your financial journey. Their mission is to enhance your financial well-being, empowering you to make informed decisions that pave the way for a future brimming with limitless possibilities. They eagerly schedule meetings to delve into your immediate aspirations and long-term objectives. Supported by a cadre of experts specializing in investment, retirement, taxation, life planning, and more, they are dedicated to ensuring you are well-positioned to achieve your life's aspirations. They offer Online Consultation and On-Site Services to their clients.”

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“Relevant Life Financial Group's collaborative approach to financial planning ensures you get the best results for your family, business, and estate. Mark Stewart is the firm's senior partner. The Relevant Life Financial Group team understands that selling a business or managing an estate can be complicated and requires ongoing guidance and support. Having a local advisor in your town provides a personal connection and understanding regarding financial planning for your future. Their firm offers top-quality, cost-effective financial strategies to help clients realize their financial goals. They are your local financial planning and insurance experts, having operated for over 20 years in Northern Ontario, Canada. North Bay, Matheson, Kingston, and Sault Ste. Marie are just some of the locations they serve.”

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“Charles A. Elliott has had a successful tenure at Edward Jones, who has worked in the financial industry for over 37 years. He helps people determine their goals and then works with his clients to build strategic plans to achieve them. When he started at Edward Jones, his toolbelt expanded greatly with the options he could offer his clients. Charles provides customized advice from a holistic approach and focuses on what is most important to his clients. His Customer Experience Specialist, Marie-Josée Berthelot, and he partner to provide the industry's best personalized customer service experience. They care about you and your family and want to do what's best for you through goal-based advice.”

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