As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial loses or managing your portfolio wisely, we have the experience and resources to meet your needs.

At Perceptive Financial Ltd, we offer professional assistance with your personal tax return needs. Professionally Done and Reasonably Priced. We also offer life and health insurance for a wide range of companies - call us for a quote.

Build generational wealth with a PEI financial advisor: You’ve worked hard to build your wealth and business. We give it the personal touch it needs to keep growing—no pushy, corporate tactics involved. Jeff Somers & Associates meets you where you are. Concierge level wealth creation services for individuals, families and corporations of Prince Edward Island. (IG Wealth Management Inc. Mutual... Read More

I specialize in working with Ambitious women, retirees and pre-retirees to help them take control of their portfolios and plans. I want my clients to outlive their retirement.

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving... Read More

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving... Read More

Our advisors take a complete look at your life for a more complete financial strategy including investments, insurance, estate and trust planning and banking services.

Our goal at Money Concepts has always been to give people the tools to achieve financial independence. Through an integrated approach to personal finance, we help our clients do four things: Assess their current financial situation; Sort out their financial priorities; Set realistic goals; and Put the financial tools in place to achieve these goals.

At Investors Group we are committed to building personalised solutions on an individual basis. We nurture relationships by working with clients and guiding them through their financial life. And, we've been doing this for over 75 years. At Investors Group our clients are not an account, or a number. They are people, members of our community.

Founded in 1995, Assante Wealth Management is a leading provider of integrated wealth management solutions, designed to meet the needs and goals of individuals, families and businesses across Canada. Our advisors and their clients are at the centre of our business and are supported by the exceptional investment management team and wealth planning group housed at our sister-company, United Financial... Read More

Our dedicated Investment Advisors work directly with customers, recommending comprehensive solutions that fit their lifestyle. They go further by truly understanding their clients’ goals, dreams and helping them to achieve all their opportunities.