Profile of WealthLogix. Barrie, Financial Planners.

Barrie Ontario Financial Planning

Call Equity Associates for expert advice regarding wealth management , investments , insurance and tax and estate planning . Matt Houghton and his team of financial planning experts are able to provide a unique approach to managing your wealth that is tailor made to suit the needs of families and businesses in Barrie Ontario.

Investment advice for Barrie Ontario families and businesses

Investments of Open, RRSP, RIF, LIF, LIRA, and Group RRSPs are actively managed through mutual funds , GICs , Segregated Funds and alternative investment strategies. Barrie investors benefit from actively managed portfolios of conservative investments with a focus on capital preservation.

Insurance and Estate and Tax Planning specialists in Barrie Ontario

Insurance products include Group benefits , Disability, Life insurance, Buy ad Sell, critical illness insurance and intricate creditor protection and tax minimization structures. Estate and Tax planning and done on an individual client basis by a team of professionals to determine the optimum strategy. Tax and Estate planning is done a no charge for investment clients . Contact Equity Associates for Active Wealth Management in Barrie Ontario.

See also:

• Information about WealthLogix
• A Map to WealthLogix
• Contact WealthLogix
• WealthLogix Official Website