Charlene Readman - World Financial Group

Group One Planning Solution Ltd., located in Kelowna, British Columbia, is dedicated to empowering clients in their financial management journey through expert guidance and personalized solutions. They provide a comprehensive range of services, including financial planning, retirement planning, wealth management, and estate planning, tailored to the unique needs and goals of each client. With a commitment to establishing trust and clarity, the seasoned professionals at Group One work diligently to craft robust financial strategies that help clients navigate the complexities of investing, insurance, and tax planning. The firm's holistic approach ensures that every individual—whether a small business owner or someone approaching retirement—receives tailored advice designed to optimize their financial future. Generated from the website

Justin Fraser is a financial professional based in Kelowna, BC, dedicated to providing tailored financial services. His expertise aims to help clients navigate the complexities of financial planning and investment. With a focus on delivering comprehensive solutions, Justin offers valuable insights that empower individuals and businesses to make informed financial decisions. By leveraging advanced tools and strategies, he enhances the overall financial well-being of his clients. Generated from the website

McIntyre Freedman Flynn Investment Advisers Inc. is a registered investment advisory service based in Orleans, Massachusetts, and was established in 1986. Led by President Tom McIntyre, CFA, the firm emphasizes independent, personalized client services and one-on-one interaction without automated prompts or delays. With a focus on fundamental research, McIntyre Freedman Flynn aims for internationally diversified portfolios that traverse various industries, including utilities, pharmaceuticals, and financials. The firm practices a low-turnover strategy in its investment management to minimize both transaction costs and taxable gains for its clients. Generated from the website