Annex Financial Planning

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326 Dundas St E
Whitby, ON L1N 2J1
+1 (905) 665-6363
https://annexfinancial.ca

Annex Financial Planning, located in Whitby, Ontario, provides comprehensive financial services tailored to various life stages. The firm offers investment products including stocks, bonds, and mutual funds through its affiliation with Manulife Wealth Inc., as well as insurance and banking services through referral arrangements.

Clients can expect personalized consultations that focus on understanding their unique financial situations and fostering a collaborative relationship. The team of registered investment advisors and representatives is committed to guiding clients through their financial journeys with clear communication and tailored solutions.

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