Logan McLellan, Financial Advisor

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4 Summer St
Summerside, PE C1N 3H2
+1 (902) 888-5742
http://www.advisoryx.ca

Logan McLellan is a seasoned financial advisory firm based in Summerside, PE, specializing in active pension management across multiple provinces, including Alberta, British Columbia, New Brunswick, Newfoundland, and Prince Edward Island. With over three decades of experience, they are dedicated to assisting Canadians in making informed pension decisions, leveraging a strategic partnership with one of Canada's largest Managing General Agencies to offer a wide array of Segregated Fund solutions.

The firm excels in managing the transition of clients' pension options from previous employers into individually managed solutions, unlocking the potential of dormant accounts such as LIRA, LRSP, and LIF. Additionally, Logan McLellan provides customized insurance options and collaborates with various group retirement solution providers to structure competitive plans for businesses across Canada.

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