RBC Wealth Management

Susan Lee is a certified financial planner with over 10 years of experience, specializing in helping clients achieve their personal financial goals. With 20 years in the financial services industry, she offers expertise to a diverse clientele, including first-time homebuyers, self-employed individuals, and those planning for retirement. Committed to ongoing education, Susan stays current with government legislation and industry products, ensuring her clients receive informed guidance. Her dedication to client success makes her a trusted resource in the financial planning landscape. Generated from the website

Planning for your financial future should be a simple and straightforward task. Based in Haliburton, Assante Wealth Management will work with you to assess your unique financial situation and devise solutions that best suit your needs...

RBC Wealth Management, Elizabeth O'Connor in Haliburton, ON, offers personalized financial planning and investment services to individuals and families. With a focus on long-term wealth management strategies, the firm helps clients navigate their financial goals and secure their financial future. Generated from their business information