Lisa Gwen Kangethe: Primerica-Financial Services

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

The Financial Centre of Collingwood is a full-service financial institution dedicated to helping individuals and small businesses achieve their financial goals. With decades of experience, their team offers a wide range of services, including personal tax preparation, bookkeeping, payroll support, and investment options like Guaranteed Investment Certificates (GICs). In addition to tax and bookkeeping services, the Financial Centre specializes in financial planning, assisting clients with budgeting, retirement planning, and estate structuring to minimize costs and stress for families. Their commitment to providing personal attention in a comfortable atmosphere sets them apart in the financial services industry. Generated from the website

First Affiliated Inc is an independent, privately owned Multi Family Office firm established in 1989, dedicated to providing objective and personalized financial management services to families. With over 35 years of experience, they focus on simplifying complex financial matters while empowering clients to build legacies and achieve peace of mind. By acting as a centralized, unbiased team, First Affiliated helps clients integrate their wealth, lifestyle, and legacy planning under a single management team. Their tailored approach ensures proactive implementation of strategies that align with each family's unique needs and priorities. Generated from the website