Money Concepts

Vanguard Financial Group is a financial services firm based in Summerside, PE, offering a range of investment and wealth management solutions to individuals and businesses. With a focus on personalized financial planning and strategic investment strategies, Vanguard Financial Group aims to help clients achieve their long-term financial goals and secure their financial futures. Generated from their business information

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. Generated from the website

Located in Summerside PE Aviso Wealth is a dedicated financial advisor offering personalized services to help clients achieve their financial goals. With a focus on investment strategies retirement planning and wealth management they provide expert guidance tailored to individual needs. Their experienced team is committed to building lasting relationships and ensuring clients feel confident in their financial decisions. Generated from this place's information