CI Assante Wealth Management

GP Wealth Management is a financial services firm based in Bancroft, ON, specializing in personalized wealth management solutions for individuals and families. With a focus on long-term financial planning and investment strategies, they aim to help clients achieve their financial goals. Utilizing a client-centered approach, GP Wealth Management offers a range of services, including retirement planning, investment management, and estate planning. Their team of experienced professionals provides tailored recommendations to support clients in navigating the complexities of the financial landscape. Generated from their business information

G P Wealth Management, located in Huntsville, ON, is dedicated to providing independent and client-focused financial services. With a wide range of offerings including comprehensive financial planning, investment planning, insurance products, and more, the firm aims to help individuals and families achieve their long-term financial goals. Established with a commitment to fostering independence, G P Wealth Management emphasizes entrepreneurial spirit among its financial advisors, enabling them to offer tailored advice for every client's unique situation. Their motto, "Independent Thinking Working For You," reflects their philosophy of placing the needs of clients at the forefront of their services. Generated from the website

Michelle Davis is a Senior Financial Planner at TD Wealth in Minden Hills, ON, dedicated to helping clients achieve their financial goals through personalized planning. With a focus on tax planning, retirement strategies, and estate planning, she integrates comprehensive solutions that balance present needs with future aspirations. Committed to understanding her clients' unique circumstances and objectives, Michelle emphasizes building net worth, implementing tax-efficient strategies, and protecting what matters most. Her approach fosters long-term relationships, ensuring clients receive ongoing support and guidance as their financial needs evolve over time. Generated from the website