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Build Your Plan

Life is busy. Your needs are unique. So is our financial advice.

Grow your Wealth

You’ve achieved so much. Invest your success.

Protect your Future

We’ll devise the best protection strategy for you

Investment
Advice

Investing without purpose can result in making poor decisions, or finding it hard to measure progress towards a plan.

Retirement
Planning

Retirement usually means you stop earning an income and begin spending what you’ve saved for this time in your life.

Tax Management

There are strategies that can help minimize the tax investors will pay, allowing them to get the most out of their savings and investments.

Estate
Planning

Estate planning is an essential part of wealth management, particularly if your estate involves significant assets or complex issues.

Education
Funding

Putting a child through school is one of the biggest costs families can face. A post-secondary education can be the key to unlocking life’s opportunities

Insurance
Advice

Managing risk is all about prudent thinking ahead of all possible risks which can strike individuals suddenly.

Investwell is committed to offering you broad range of
financial services and truly independent advice.

Testimonials

Harry & Maureen

Client since 2003

“We would like to express our thanks for the work you have done for us over the past years. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with us. Your continual advice on financial planning issues has saved us significant amounts of money. May you prosper, along with your clients.”

Allyson

Client since 2007

“Last year we sought your services to advise us on planning for our financial security in retirement. Since that time we have had several meetings with you which have served a number of purposes including our retirement expectations and longer term estate planning. This was achieved in a very professional manner, while at the same time putting us totally at ease. You make us feel like we are the most important people you will see today, and the astute advice you have provided has already led to significant savings. “

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November 20, 2017

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