As defined by Wikipedia, Financial Services refer to services provided by the finance industry. The finance industry encompasses a broad range of organizations that deal with the management of money. Among these organizations are credit unions, banks, credit card companies,insurance companies, consumer finance companies, stock brokerages, investment funds and some government sponsored enterprises.
In 2011, financial services represent about 30% of the S&P/TSX 60 in Canada and 20% of the S&P 500 in the United States by market capitalization.
Advantage Wealth Planning specializes in providing financial planning to retail investors and small business owners.
What We Do
In an ideal world, we would have the opportunity to prepare a comprehensive financial plan for each and every client. However the vast majority of clients approach financial planning, at least initially, from a modular perspective.
Click here for Individuals or Families
Click here for Small Business Owners
