TD Financial Planner

Assante Capital Management Ltd is a financial services firm based in Orillia, ON, specializing in wealth management and investment advisory services. With a focus on personalized financial planning, Assante Capital Management Ltd aims to help clients achieve their long-term financial goals through tailored strategies and expert guidance. Generated from their business information

Gallivan Wealth Management, a division of RBC Dominion Securities Inc., specializes in strategic wealth management solutions tailored to the unique financial needs of high net worth individuals, business owners, and charitable organizations. The firm is accredited to offer investment advice, discretionary portfolio management, financial planning, and insurance solutions, all crafted in a tax-smart manner. The team at Gallivan Wealth Management includes experienced professionals such as senior portfolio managers, financial planners, and associates dedicated to integrating clients' life goals with their financial strategies. Their focus is on navigating the complexities of investment management to help clients achieve their aspirations through informed financial decision-making. Generated from the website