Ascend Financial Planning Inc

Closed
Call
Website
627 Guelph Line
Burlington, ON L7R 3M7
+1 (905) 634-4944
https://www.wickhaminvestments.com

Wickham Investment Counsel Inc., founded in 1999, offers independent investment management services to individuals, institutions, and organizations, backed by a team of seasoned portfolio managers. The firm operates under the fiduciary standard, prioritizing client interests and aiming to deliver customized portfolio plans aligned with each client's financial objectives and risk tolerances.

Utilizing a modified value approach and independent research, Wickham Investment Counsel strives to capitalize on market inefficiencies to achieve superior risk-adjusted returns. The firm's transparent, fee-based structure and commitment to disciplined portfolio management ensure clients receive personalized service and comprehensive reporting on their investments.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

TD Wealth

TD Wealth in Burlington, ON is a financial institution that provides a range of wealth management services to individuals and businesses. With a focus on investment planning, retirement savings, and estate planning, TD Wealth aims to help clients achieve their financial goals through personalized strategies and expert advice. Generated from their business information
Edward Jones - Financial Advisor: Derek K Friesen, DFSA™
Services, nec, nec

Edward Jones - Financial Advisor: Derek K Friesen, DFSA™

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Edward Jones - Financial Advisor: Derek K Friesen
Business services, nec, nec

Edward Jones - Financial Advisor: Derek K Friesen

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.
Canada›Ontario›Burlington›Ascend Financial Planning Inc

Partial Data by Infogroup (c) 2024. All rights reserved.

Partial Data by Foursquare.