Optimize Wealth Management - 50 Division St, Welland, ON
Steve Talosi Jr - Financial Planning, GIC's, Mutual Funds, RRSP's, RRIF's, LIRA's, LIF's, TFSA's, RESP's, RDSP's, Life Insurance, & Income Tax. Call today for a free consultation.
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
- Financial Planning Services
- Investment Tax Minimization
- Estate Planning
- Segregated Funds
Products and Services
- Online Portfolio Access
- Mutual Funds
- Management Services
- Portfolio Analysis
- Retirement Planning
- Tax Planning
- Segregated Funds
- Life Insurance
- Insurance Analysis
- Disability Insurance
- Critical Illness Insurance
- Financial Advisor
- Financial Calculators
- Group Benefits Plans
- Financial Planning
- Annuities
- Senior Financial Planner
- Financial Planner