CI Assante Wealth Management

Sun Life Financial in Barrie, ON 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, retirement planning, and wealth management, Sun Life Financial provides expert guidance and support to clients looking to secure their financial future. Generated from their business information

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.

Investment Strategies Inc, based in Barrie, Ontario, offers client-centric portfolio management and financial planning services as approved Portfolio Managers by the Ontario Securities Commission. Their experienced team focuses on understanding each client's unique business and financial goals to provide tailored investment strategies that aim to maximize returns and build wealth. Recognizing the complexities of financial decision-making, Investment Strategies Inc emphasizes the importance of a comprehensive approach, ensuring seamless communication and collaboration. They assist businesses in exploring various avenues for raising capital and navigating financial landscapes with expert guidance and support. Generated from the website