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+1 705-521-7262
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| 1064 Lasalle Blvd, Sudbury, ON, P3A 1X9 | |
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0.5 mi1071 Hawthorne
0.5 miAttlee
0.5 miDownland
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Specialties
Financial planning, asset protection, retirement planning and pension consultation. We offer expertise in Estate Planning, Investment Management, Insurance, Mortgages, Mutual Funds, Pension & Employee Benefit Plans as well as Financial Planning and Pension Seminars.
Meet the Business Owner
Roland L.
Business Owner
11 years experience in the Financial Planning Field, 5 years consulting as an Efficiency Expert in the Health Care Industry, Engineering Technologist (CET), Certified Financial Planner (FPSC), CSC Canadian Securities Course (CSI), Life Insurance, Level 1, Life Insurance, Level II, Mutual Fund Course (IFIC), Member of ADVOCIS
