Manulife Securities Inc

Edward Jones is a financial services firm based in Barrie, ON, specializing in investment advice and wealth management for individuals and families. With a focus on personalized service and long-term financial planning, Edward Jones aims to help clients achieve their financial goals through tailored strategies and guidance. 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.