Vanguard Financial Group

Money Concepts is a financial services firm based in Summerside, PE, specializing in providing personalized investment and wealth management solutions to clients. With a focus on comprehensive financial planning, Money Concepts aims to help individuals and businesses achieve their long-term financial goals through strategic investment strategies and expert guidance. 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

Credential Financial Strategy in Summerside, PE, offers financial planning services to individuals and businesses. With a focus on creating tailored strategies to meet clients' financial goals, the team at Credential Financial Strategy provides personalized advice and guidance. Generated from their business information