Growing and preserving your money
Your idea of what it means to be wealthy is likely different from everyone else. It may mean owning property, spending more time with family and friends, or traveling the world.
No matter how you define wealth, our goal is to bring more of it into your life – and that starts by contacting our Investment Advisor.
An Investment Advisor will take the time to understand your dreams for the future and map out a plan that’s tailored to your investment style and risk tolerance to help you get there.
Talk with our Investment Advisor today about:
- Portfolio reviews
- Retirement savings and income
- Estate planning
- Business succession planning
- Education planning
Reaching your financial goal is easy. It begins with a conversation.
Contact our Investment Advisor today.
Kerry Maynes, CFP
*Mutual fund, other securities and securities related financial planning services are offered through Credential Securities, a division of Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Weath Inc.