Financial Planning for Business Owners Financial Advisor Barrie Toronto Lowrie
Financial Planning for Business Owners Financial Advisor Barrie Toronto Lowrie
Description: Polaris Wealth is an independent and fiduciary firm in Ottawa, offering fee-based investment management and financial planning services.
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We focus on creating and managing your low-cost, tax-efficient investment portfolio while you manage any other financial services you need independently. You interact with us via our online portal. This structure allows us to lower our fees leaving more of your money to grow. There are no account minimums for this service
We take care of everything for you from start to finish. We create and manage your low-cost, tax-efficient investment portfolio, provide a comprehensive financial plan and manage your tax, estate and life insurance needs. You work with a dedicated portfolio manager who becomes your trusted financial advisor. You and your advisor meet at regular intervals to ensure you are always on track. You must invest a minimum of $500,000 to be eligible for this service
Financial Planning for Business Owners Financial Advisor Barrie Toronto Lowrie
Financial Planning for Business Owners Financial Advisor Barrie Toronto Lowrie