Our Money Advisors team offers Planning Giving financial services allowing you to support non-profits and charities. We offer planned giving plans to help you with life-long income as well as estate and tax planning techniques to provide for charity and other heirs for maximizing the gift and minimizing its impact on your estate as the donor.
Mutual Funds provided through Carte Wealth Management Inc.
Insurance and segregated funds provided through PPI and Money Advisors.
Think about your goals and call for a meeting!
235 Montreal Rd. Suite 100