Caledon Hills Private Wealth
Caledon Hills Private Wealth is a comprehensive wealth management firm situated in Caledon. Caledon Hills Private Wealth is one of the Three Best RatedĀ® Financial Services in Caledon, ON.
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Reviews
It is always a pleasure to speak with Shane about our portfolio. He and his team are very organized, all paperwork is accessible and current, and they are constantly updating their knowledge of market trends to help us make the most positive gains in our portfolio. Thanks Caledonian Hills Private Wealth!
Shane has been a great help in my investing years. He has been open and honest and will tell you what he thinks about your portfolio and gives you sound advice about that portfolio. He also a good family man and that means something these days.
Being able to see and chat with Shane is a great customer service benefit. We had a few questions that we have been meaning to ask, this sessions gave us a great insight and a view forward.
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Location / Contact:
- 21 Parr Boulevard, Unit #5, Bolton, Caledon, ON L7E 4G3
- Phone : (905) 951-8736
- EMail : sha***@i***h.ca
- Website : caledonhillsprivatewealth.ca
Working Hours:
Mon-Fri: 9am - 5pm
Sat & Sun: Closed
TBRĀ® Inspection Report:
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