FOCUSED WEALTHCARE
920 Tungsten Street, Suite 202, Thunder Bay, ON P7B 5Z6 Directions
Since 2006
Here’s The Deal:
"Focused Wealthcare offers excellent client service and expert advice to families, individuals, and businesses in many aspects of tax and financial planning. The team has over 60 years of combined experience, and they help people minimize their estate taxes. David Andrews is a co-founder and senior financial advisor, and Michele Wells is a financial advisor at Focused Wealthcare. Michele is a certified cash-flow and health insurance specialist. They combine experience and expertise to provide each client with the close personal and professional attention they deserve. The team works with you to build a financial plan that focuses on what you want to do."
SPECIALITY:
Cash Flow Management and Income Protection, Estate Planning and Taxation, Business Owners Success Strategies, Investment Management and Portfolio Construction, Retirement Planning, Long Term Care, Life Insurance, Living Benefits, Group Benefits & Pension
TBR® Inspection Report:
BUKOVY FINANCIAL SERVICES
905 Tungsten Street, Unit #2, Thunder Bay, ON P7B 5Z3 Directions
Since 1987
Here’s The Deal:
"Bukovy Financial Services is a financial planning firm specializing in individuals and business owners' unique retirement needs. They provide clients with planning advice and products to meet their requirements, with over 30 years of financial services experience. Ray Bukovy is a certified financial planner and president of Bukovy Financial Services Ltd. The team secures the well being of their clients through quality service and trusted advice. Their philosophy is to build long term relationships based on integrity and honesty, enabling their clients to make well informed financial decisions. Bukovy Financial Services takes great pride in serving their clients, explain what is important to them and work as a team to ensure they reach their goals."
SPECIALITY:
Wealth Transfer Strategies, Tax Reduction, Life, Disability, Critical Illness and Health Insurance, Portfolio Reviews, Asset Allocation, Retirement Income Analysis, Business Protection Strategies, Wealth Accumulation, Retirement & Financial Planning
TBR® Inspection Report:
NORMAXX FINANCIAL GROUP LTD.
592 Memorial Avenue, Thunder Bay, ON P7B 3Z2 Directions
Since 1997
Here’s The Deal:
"NorMaxx Financial Group Ltd is a financial planning firm that offers a comprehensive range of products and services from across the investment and insurance spectrum. Rob Nash is a certified financial planner and president of the NorMaxx Financial Group Ltd. he has over 12 years of experience in this financial service filed. They provide clients with complete disclosure and transparency, ensuring your needs are front and centre. NorMaxx Financial Group Ltd coordinate their recommendations with your tax and legal advisors."
SPECIALITY:
Financial and Investments Planning, Registered Retirement Savings Plans, Registered Disability Savings Plan, Tax-Efficient Investment and Income Strategies, Charitable Giving, Registered Education Savings Plans, Tax-Free Savings Account, Critical Illness & Long Term Care Insurance