Simard & Associates Wealth Strategies
Financial Services - Windsor, ON, CA
Simard & Associates Wealth Strategies Employees
Simard & Associates Wealth Strategies Details
We understand your goals and dreams are as individual as you are! Together we create clarity to help our clients attain their goals. We focus on pre- and post- retirement strategies and legacy planning. Our team also specializes in estate and succession planning, as well as transition planning for business ownersOur dedicated staff and team of financial specialists brings understanding to what may seem like a complex process.Working alongside our clients' existing team of professionals, including accountants and lawyers; we draw on our years of experience, knowledge and education to create an individualized wealth strategy.
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