Amy Nolan - TD Account Manager Small Business

HarbourStone Wealth Management, a part of TD Wealth Private Investment Advice, operates in Cobourg, Ontario, offering a range of financial services to assist clients in managing their wealth. Their team includes investment advisors, portfolio managers, private bankers, financial planners, and wealth advisors, ensuring a comprehensive approach to financial management. With a focus on personalized service, HarbourStone Wealth Management is dedicated to helping clients navigate their financial journeys. They provide tailored solutions and expert guidance to meet the unique needs of each individual or family. Generated from the website

Income tax preparation and electronic filing personal small business and estate tax returns.

Roche Financial Group, located in Whitby, ON, specializes in organizing clients' financial affairs to maximize disposable income by thoroughly analyzing cost of living, debt structures, and insurance premiums. With over 15 years of experience in the equities market, they focus on providing retirement planning solutions that protect clients from market losses while ensuring risks are managed effectively. The firm employs a unique philosophy aimed at shifting financial risks, as depicted in their "Wheel of Life," from clients to large corporations, such as banks and insurance companies. By offering retirement savings programs with no downside, Roche Financial Group enables clients to benefit from equities market gains without exposure to capital loss. Generated from the website