Edward Jones

Manulife Securities Inc in Barrie, ON is a financial services firm that specializes in providing investment advice and wealth management services to individuals and businesses. With a team of experienced financial advisors, Manulife Securities Inc helps clients navigate the complexities of the financial markets and develop personalized strategies to achieve their financial goals. Generated from their business information

Scotia Wealth Management, a division of Scotia Capital Inc., offers a comprehensive range of financial services, including wealth advisory, brokerage, and financial planning. The firm is part of the Scotiabank group, providing clients with access to expert guidance and investment management through its various subsidiaries. With services such as portfolio management, estate and trust services, and insurance solutions, Scotia Wealth Management is dedicated to helping clients navigate their financial journeys. The company operates under the regulatory oversight of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization, ensuring a secure investment environment. Generated from the website

Your wealth creates a need for fair and reasonable distribution to family members and a need for a well-structured plan. Your legacy is distributed from your wealth, your family and charities should receive all that is available. Your corporate agreements and planning should be designed to preserve capital, protect your business and family, and offer a pathway for good communication and understanding among all stakeholders.