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Home
Our Difference
Areas of Focus
Business Owners, Executives and Their Families
Medical and Associated Professionals
Retirees
Alternative Areas of Focus
Newsroom
Contact
Client Login
Menu
Home
Our Difference
Areas of Focus
Business Owners, Executives and Their Families
Medical and Associated Professionals
Retirees
Alternative Areas of Focus
Newsroom
Contact
Client Login
Contact
Contact us today to arrange a confidential, no obligation review of your investment portfolio and financial plan.
Here's What You'll Get:
A market correction stress test on existing holdings
Breakdown of current investment/management fees
A tax efficiency analysis
Future tax liability discovery
Review of your existing written financial plan
Last but not least, we’ll tailor a customized proposal based on your financial goals
2009 Long Lake Road, Suite 407, Sudbury ON P3E 6C3
Office: 705.419.2023
Toll-Free: 888.523.4971
theblackfinancialgroup@wellington-altus.ca
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