in
Toronto, ON

Focused Financial Planning

549 North River Rd 2nd Floor, Charlottetown, PE C1E 1J6
902-892-9186

As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial loses or managing your portfolio wisely, we have the experience and resources to meet your needs.

Focused Financial Planning - 549 North River Rd 2nd Floor, Charlottetown, PE

Call Us Today!

Opening Hours

Monday 8:30 am - 4:00 pm

Tuesday 8:30 am - 4:00 pm

Wednesday 8:30 am - 4:00 pm

Thursday 8:30 am - 4:00 pm

Friday 8:30 am - 4:00 pm

Specialities

  • Financial Planning
  • Retirement Planning
  • Portfolio Analysis
  • Investment
  • Life Insurance

Products and Services

  • Mutual Funds
  • Life Insurance
  • Financial Planning
  • RRSP
  • GIC
  • RIFF
  • TFSA
  • Pension
  • Group Benefits
  • Group Savings
  • Investment Loans
  • RRSP Loan
  • Banking
  • Mortgages
  • ETF Portfolios
  • Ethical Funds
  • Segregated Funds
  • RESP Loans
  • Private Health Plan
  • High Interest Savings Accounts

Methods of Payment

  • Cheque
  • Certified Cheque

Languages Spoken

  • English

Brands Carried

  • Investia
  • Industrial Alliance
  • Canada Life
  • Foresters Life
  • Canada Protection Plan
  • BMO
  • Manulife
  • Edge Benefits
  • Empire Life
  • Equitable Life
  • IA Clarington
  • AGF
  • B2B Bank
  • Fidelity Investments
  • CI Investments
  • Dynamic Funds
  • Invesco
  • Manulife Investments
  • TD Asset Management
  • Assumption
  • Beutel Goodman
  • MacKenzie
  • PH&N
  • Renaissance
  • RBC Mutual Funds

Categories

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