NORMAXX FINANCIAL GROUP LTD.
210-180 Park Avenue, Thunder Bay, ON P7B 6J4
Since 1998
Trust Investments and Planning, Registered Retirement Savings Plans, Investment Risk Profiling, Registered Disability Savings Plan, Legacy Planning, Tax-Efficient Investment and Income Strategies, Self-Directed Portfolios, Charitable Giving, Registered Education Savings Plans, Tax-Free Savings Account, Critical Illness & Long Term Care Insurance
Specializes in insurance strategies. Comprehensive range of products and services from across the investment and insurance spectrum. Their team of financial advisors provides clients with complete disclosure and transparency, ensuring your needs are front and centre. They coordinate their recommendations with those of your tax and legal advisors
TBR® Inspection Report
FOCUSED WEALTHCARE
920 Tungsten Street, Suite 202, Thunder Bay, ON P7B 5Z6
Since 2006
Estate Planning and Taxation, Cash Flow Management and Income Protection, Business Owners Success Strategies, Investment Management and Portfolio Construction, Retirement Planning, Long Term Care, Life Insurance, Living Benefits, Group Benefits & Pension
They have experience developing and executing tax-efficient plans for small business owners. With over 60 years of combined experience. They help people minimize their estate taxes and ensure that their estate will be distributed the way they want
TBR® Inspection Report
BUKOVY FINANCIAL SERVICES
905 Tungsten Street, Unit #2, Thunder Bay, ON P7B 5Z3
Since 1987
Wealth Transfer Strategies, Retirement Income Analysis, Tax Reduction, Portfolio Reviews, Asset Allocation, Business Protection Strategies, Life, Disability, Critical Illness and Health Insurance, Wealth Accumulation, Retirement & Financial Planning
Specializes in the unique retirement needs of individuals and business owners. With over 30 years experience in financial services. They take great pride in helping their clients clarify what is important to them and work as a team to ensure they achieve their goals. Investment reports available at every meeting and upon request