VANCEA FINANCIAL GROUP INC.
216 Huron Street, Stratford, ON N5A 5S8
Since 2002
Retirement, Estate, Succession and Financial Planning, Insurance and Pension Plans, Family Protection, Healthcare Spending Accounts, Wealth Management, Group Benefits, Debt Reduction, Investment Portfolios, Business Continuation, Living Benefits, Business Owner & Tax Reduction Strategies
Serves also in Cambridge and Woodstock. They believe that to help reduce risk and maximize wealth they must build a relationship with clients that allows them to create the perfect strategy for each individual. They help clients understand the risks involved in areas such as missing out on personal and business tax advantages
TBR® Inspection Report
STRATFORD FINANCIAL PLANNING
206 Ontario Street, Suite 201, Stratford, ON N5A 3H4
Since 2005
Family Wealth Management Planning, Time-Lining Your Insurance Needs, Tax and Estate Review, Business Services, Tax Preparation Services and Planning, Charitable Giving, Pensions, Severances & Transitions
Free retirement planning. Comprehensive family financial planning packages available. They are here to support and assist you through real-life financial concerns by providing solid financial solutions. Their goal is to educate and empower you with strategic management techniques and risk reduction strategies. They implementing management solutions for individuals and couples who desire a comfortable and exciting future
TBR® Inspection Report
NESBITT FINANCIAL STRATEGIES
165 Huron Street, Suite 1, Stratford, ON N5A 5S9
Since 1994
Tax-Free Savings Account, Registered Retirement Savings Planning, Cash Flow Management, Segregated Funds, Tax Planning, Insurance and Risk Management, Registered Education Savings Planning & Workplace Solutions
Expertise in estate and succession planning. They pride himself in his ability to leverage the resources of various investment and insurance providers to create strategic financial solutions for his clients. They specialize in comprehensive financial planning for retirement