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Ready to discuss your financial goals? Our specialized departments are here to provide personalized guidance and support for your unique situation.
Our Departments
Investment Planning
Direct: +1 905-242-8686 ext. 201
Portfolio development, retirement strategies, wealth
preservation
Business Solutions
Direct: +1 905-242-8686 ext. 302
Corporate finance, team incentive programs, organizational
growth
Educational Services
Direct: +1 905-242-8686 ext. 405
Financial literacy workshops, team training programs
Client Relations
Direct: +1 905-242-8686 ext. 100
Account management, ongoing support, general inquiries
Main Office
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Tell us about your needs and we'll connect you with the right team member who can provide specialized assistance.