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ClaimCanada Consulting Agency
Provides independent financial strategy and investment management services to individuals, families, privately owned firms, trusts and corporations.
Specialties: Investment strategies and retirement planning, tax management and business succession planning, banking, credit and major purchase planning, protecting assets and income, education funding and charitable giving, passing on wealth and estate planning. Key services include financial planning, retirement planning, and investment advice.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
Charlottetown, Canada
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Year founded
Founded 0
1 Locations
- Charlottetown , Canada
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