Bill O'Leary Financial Service

CI Assante Wealth Management, located in Huntsville, Ontario, specializes in providing comprehensive financial planning and asset management services. Their team of experienced advisors offers tailored solutions, including fee-based accounts, insurance, and health and dental plans, to meet the diverse needs of their clients. With a commitment to protecting clients' assets and delivering personalized financial advice, Assante Capital Management Ltd. is dedicated to helping individuals and families achieve their financial goals. The firm is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization, ensuring a high standard of service and compliance. Generated from the website

Investment Planning Counsel in Orillia, ON, offers personalized financial advice tailored to individual needs, ensuring clients receive the support necessary to navigate their wealth management goals. With a focus on human-centered advice, they prioritize building engaged relationships and adapting plans based on clients' preferences and life changes. The firm emphasizes flexibility in service delivery, accommodating clients through various communication channels, whether in-person or online. Their commitment to understanding clients' unique situations allows for comprehensive planning, from retirement strategies to wealth transfer, fostering confidence in financial decision-making. Generated from the website

Georgian Shores Wealth Management, located in Midland, ON, offers a suite of financial services tailored to meet the diverse needs of clients at various life stages. Their mission is to empower individuals and families by delivering expert guidance in financial planning, retirement strategies, investment management, and estate planning. With a focus on personalized solutions, Georgian Shores Wealth Management aims to help clients navigate the complexities of financial management, ensuring their aspirations align with practical strategies. The team of seasoned professionals is dedicated to maximizing financial efficiency and providing peace of mind regarding their clients' financial futures. Generated from the website