Helping our clients grow and protect their wealth.
SOLE financial is a full service independent financial planning firm dedicated to providing leading financial information combined with a wide range of competitive financial products, serving individual, professional and business clients.
We do not work for any one financial or insurance company and survey the Canadian marketplace to offer our clients the best products and pricing from reputable companies that will meet their needs.
We offer a wide range of planning services that are personalized to our client’s needs. Please see the list of services we offer to help you reach your goals.
Why choose SOLE Financial?
BEST PRODUCTS & PRICING
We do not work for any one financial or insurance company and survey the Canadian marketplace to offer our clients the best products and pricing from reputable companies that will meet their needs.
PLAN FOR YOUR GOALS
Whether your financial goals are to: plan for retirement, minimize taxes, own a home or cottage, provide for a child's education, protect your income and assets or own a business we can help you with our planning services.
QUALIFIED PROFESSIONALS
We are a full financial planning firm with over 30 years of combined experience dedicated to providing solid financial advice and leading financial solutions for our individual, professional and business clients.