Jim French MFA, CFP, CPA-James B French Group

Conor Amyot - IG Wealth Management in Oshawa, ON, is a financial advisory firm that offers personalized wealth management services to individuals and businesses. With a focus on financial planning and investment strategies, Conor Amyot helps clients navigate their financial goals and secure their financial future. Generated from their business information

Andrew Down - Financial Consultant at Investors Group in Oshawa, ON, provides financial planning and advisor services through IG Wealth Management. Their investment strategy team offers insights on navigating market volatility, ensuring clients stay informed. Andrew Down offers personalized financial advice, including retirement planning, investment solutions, mortgage strategies, estate planning, tax efficiency, insurance, cash management, and a range of financial products. They prioritize comprehensive financial planning that integrates tax strategies, ensuring clients are well-prepared for unexpected events and major expenses. With a focus on optimizing debt repayment, cash flow management, and retirement income, Andrew Down tailors plans to each client's unique goals. Their Tax & Estate planning specialists also advise on maximizing charitable donations and offer strategic advice for business growth. Andrew Down's team at Investors Group emphasizes powerful advice, customized investment solutions, and a proactive approach to financial planning. Through a personalized IG Living Plan and professionally managed solutions, clients receive tailored strategies to achieve their financial goals, adapting to life's changes with expert guidance. Generated from the website content

Justin Kelly-TD Financial Planner, located in Oshawa, ON, is dedicated to providing clients with comprehensive financial planning services that align with their personal and business goals. With a focus on building net worth, implementing tax-efficient strategies, and protecting client assets, Justin aims to guide individuals and families through every step of their financial journey. Specializing in wealth and investment management, Justin understands the unique needs of high-net-worth clients and tailors strategies to accommodate their evolving financial circumstances. By fostering strong relationships and maintaining open communication, he ensures that clients feel confident and secure in their financial futures. Generated from the website