BDC is the only bank devoted exclusively to entrepreneurs. Our business centre’s mission is to help create and develop strong businesses in Charlottetown through business loans, advisory services and indirect financing.

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 about Assante Wealth Management

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 about Brad Bissett - TD Financial Planner

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.

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.

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 about Jeff Somers & Associates - IG Private Wealth Management

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.