Patti Rhind - TD Account Manager Small Business

We can help you achieve your financial goals, whatever your age or stage of life.

Financial Planning Services Ltd, located in Burlington, Ontario, offers independent financial advice and comprehensive wealth management solutions tailored to clients in the Halton region. Their dedicated team operates under the principles of transparency and client-centric service, aiming to support individuals and families in their financial journeys. Affiliated with Investia Financial Group, FPS provides a range of investment options including mutual funds and exchange-traded funds, ensuring clients are well-informed about the risks and advantages associated with their investments. Committed to a thorough and personalized financial planning process, they strive to empower clients to achieve their financial goals. Generated from the website

Michael A. Farrell B.A., FLMI, CFP, Financial Advisor. We help our clients with financial planning, managing their investments and managing their RRSP and retirement accounts using Point & Figure Charting...