Wealth Manager at Newton Financial/Worldsource Financial Management Inc. - Niagara Falls, ON, CA
At Newton Financial, we strive to offer a broad range of solutions to help you ensure financial security for you and your family. We will assist you in developing your own financial plan by making sure you understand a few key elements and by letting you take full advantage of a financial advisor's expertise. By working together, we will take your personalized insurance protection plan and investment strategy and help turn your dreams into reality. Whether you're looking for investment solutions or steady growth products, our investment strategies will help you evaluate your options and make sure you comprehend, and are comfortable with your decisions. We at Newton Financial will work diligently to garner the trust and confidence of our valuable clients, while providing the highest level of service to address your insurance and your financial needs and concerns.*Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other insurance products and related services are offered through Newton Financial