Applied Wealth Strategies

204-336 Kings Rd, Sydney, NS B1S 1A9
902-567-2533

Financial planning, estate planning, retirement planning, investments, insurance, financial advice, retirement specialist, pension rollovers, pension transfers, severance rollovers. Contact us for your insurance and financial planning needs. Buy insurance because you need it. It is your personal protection plan. Call us today for a no pressure insurance needs analysis. Also remember you're unique, and your retirement is too. Call us today.

Applied Wealth Strategies - 204-336 Kings Rd, Sydney, NS

You’re unique…your retirement is, too. It’s your money and your peace of mind.

Opening Hours

Monday 9:00 am - 5:00 pm

Tuesday 9:00 am - 5:00 pm

Wednesday 9:00 am - 5:00 pm

Thursday 9:00 am - 5:00 pm

Friday 9:00 am - 5:00 pm

Specialities

  • Life And Disability Insurance
  • Mutual Funds
  • RDSP's
  • Retirement Planning
  • Investment And Savings Planning
  • Insurance Planning
  • Critical Illness Insurance
  • Exceptional Customer Service
  • Income Planning
  • Certified Financial Planners

Products and Services

  • Mutual Funds
  • Medical Arts Building
  • Life Insurance
  • Investment Products
  • RDSP's
  • RESP's
  • TFSA
  • RRSP's
  • RRIF
  • Insurance Products
  • Insurance Needs Analysis
  • Critical Illness Insurance
  • Annuities
  • Financial Planner
  • Estate Planning
  • Financial Advice
  • GIC
  • Financial Management
  • Financial Expert
  • Travel Insurance

Methods of Payment

  • Visa
  • MasterCard
  • Cash
  • Interac
  • American Express

Getting There

Suite 206
Medical Arts Building

Languages Spoken

  • English

Others

  • Certified health insurance specialist CHS
  • Certified Financial Planner
  • Million Dollar Round Table Member