Lipworth Martin W

Paul J. Greene & Co Insurance Financial, located in North York, is a prominent firm founded by Paul Greene in 1974, specializing in holistic wealth management and insurance services. With over 40 years of experience, Paul Greene holds multiple professional designations, including Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Investment Manager (CIM). The firm is part of Wellington-Altus Private Wealth, which emphasizes a personalized client experience and offers advanced wealth planning solutions tailored to individual needs. Paul Greene is recognized as an industry leader, dedicated to providing comprehensive advice that supports the financial goals of his clients and their families. Generated from the website

Investia Financial Services Inc., a wholly-owned subsidiary of iA Financial Group, offers a comprehensive range of mutual fund and segregated fund products designed to meet diverse savings and retirement needs. With a focus on personalized advice and customized solutions, Investia aims to help clients navigate key life moments and achieve their financial goals. The company provides a variety of financial products, including RRSPs, TFSAs, and registered education savings plans, while also offering resources and support for individuals entering significant life events such as moving in together, buying a home, or planning for retirement. Investia's commitment to client success is underscored by its emphasis on advisor support, advanced technology, and simplified business processes. Generated from the website

Assante Inc, located in Markham, Ontario, is a wealth management firm dedicated to helping Canadian families create wealth and prosperity. With over 30 years of experience, Assante advisors provide personalized wealth management strategies to meet clients' financial milestones and life goals. Assante advisors offer investment services and strategies, risk management and insurance, tax planning, estate planning, retirement planning, and assistance with charitable giving. They work with clients to ensure their financial security, minimize tax burdens, and plan for a sustainable retirement, all while incorporating philanthropic goals into the wealth planning process. With a focus on personalized financial solutions tailored to individual circumstances, Assante advisors, backed by the financial strength of CI Financial, aim to support clients' unique needs for life. The firm, founded in 1965, offers a range of investments and comprehensive wealth services, operating with responsibility and integrity to meet the evolving needs of investors across Canada. Generated from the website content