FOCUSED WEALTHCARE
920 Tungsten Street, Suite 202, Thunder Bay, ON P7B 5Z6 DIRECTIONS
Since 2006
Here’s The Deal:
Focused Wealthcare is an insurance brokerage firm in Thunder Bay. David Andrews and Michele Wells are the professionals who serve in the firm. Focused Wealthcare is commited to providing excellent client service and expert advice to individuals, families, and businesses in many facets of tax and financial planning. The firm helps you coordinate your lifestyle and financial goals through education, best tax practices, sensible investing and insurance solutions that minimize risks and form the basis of your plan. They help people through life transitions. Focused Wealthcare maintains the highest ethical standards.
SPECIALTY:
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:
NORMAXX FINANCIAL GROUP LTD.
592 Memorial Avenue, Thunder Bay, ON P7B 3Z2 DIRECTIONS
Since 1997
Here’s The Deal:
NorMaxx Financial Group Ltd. is an independent financial planning advice
firm in Thunder Bay. Their financial advisors provide clients with complete disclosure and transparency, ensuring your needs are front and centre. NorMaxx Financial Group Ltd. specializes in providing a comprehensive range of products and services across the investment and insurance spectrum. The firm serves families, individuals, retirees and businesses. They bring peace of mind, so you can focus on what really matters. NorMaxx Financial Group Ltd. coordinates its recommendations with your tax and legal advisors.
SPECIALTY:
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
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 one of the leading financial planning firms in Thunder Bay. The firm has over 35 years of experience in the financial service industry. Ray Bukovy is a certified financial planner and president of Bukovy Financial Services Ltd. Bukovy Financial Services specializes in providing the unique financial needs of individuals, families and business owners. Their philosophy is to build long-term relationships based on integrity and honesty, enabling their clients to make well-informed financial decisions. The firm provides many complex and valuable services to clients. Bukovy Financial Services takes great pride in helping its clients clarify what is important to them and work as a team to ensure they achieve their goals.
SPECIALTY:
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