Cartier Partners Financial Services

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Advantage Wealth Planning, led by seasoned CFP Don Maycock, specializes in comprehensive financial planning aimed at guiding clients through retirement. With over 20 years of experience, the firm places a strong emphasis on creating tailored financial strategies, particularly for individuals in the Retirement Risk Zone, those nearing retirement or recently retired. Offering a Full-Service Financial Plan, the firm includes a six-step process from goal setting to implementation and ongoing monitoring, with no additional costs for plan updates. Investment management services utilize a third-party manager to ensure clients receive a structured approach to building wealth while accommodating their risk tolerance and financial ambitions. Generated from the website

Sun Life Financial in Kingston, ON K7M 8S8 is a well-established financial services company that offers a range of products and solutions to help individuals and businesses achieve their financial goals. With a focus on insurance, investments, and retirement planning, Sun Life Financial provides personalized advice and support to clients looking to secure their financial future. Generated from their business information