Financial Planners

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Below are HammondsPlains.ca's preferred service providers for this category.
Vendors with a duck next to their name are residents of Hammonds Plains.

Deb Lutes - Dundee Private Investors- (902) 835-1290
19 St. George Blvd • Hammonds Plains • NS • B4B 1K7
Email Address: dlutes@hfx.eastlink.ca

It is my pleasure to serve friends and neighbours in Kingswood, Hammonds Plains. No matter how big or small your investment plans are; you are welcome to call on me for information. Whether you want to visit my office or enjoy the comfort of your home; you will get superior individual service. All consultations are on a no-charge, highly professional basis. I look forward to working with you.

Sylvain Morin, CFP, FMA - Investors Group - (902) 225-8332, 423-8294
Tower 1, 207-7001 Mumford Rd • Halifax • NS • B3L 4N9
Email Address: sylvain.morin@investorsgroup.com
Website Address: www.investorsgroup.com

As your personal Financial Consultant, you can depend on in-depth analysis and customized Financial Plan. Whether we're examining investment performance or customizing tax and estate and retirement planning options, you will receive reliable and accurate information to help you make comfortable investment decisions. By providing personalized Financial Planning strategies & solutions to add value to my clients and their families.

Stephan M. Phelan, B.Sc., PFP - Berkshire Investment Group Inc. ) 0(902)-832-0147
1254 Beford Hwy • Bedford • NS • B4A 1C6
Email Address: sphelan@berkshire.ca

Invest with a plan in mind! Before investments can be recommended, a financial strategy needs to be in place, outlining your goals, objectives, liquidity requirements & tax position. I need to know WHY you are investing, before I recommend WHAT to invest in. With proper planning comes peace of mind, putting to rest common concerns such as ones ability to retire, outliving ones savings, reducing ones tax burden & preserving ones estate just to name a few. Call today for a no cost, no obligation consultation.

David Savoie, PFP, Divison Director -Investors Group (902)-832-4970
34 Jarret Lane • Hammonds Plains • NS •
Email Address: david.savoie@investorsgroup.com
Website Address: www.investorsgroup.com

Are you eager to take command of your own finances? If so, you'll want to meet with me as your Investors Group Consultant to discuss the basics and ensure that you have a high level of confidence in your financial decision-making. Allow me to help define your goals, focus your options and understand recommended actions for every stage of your life. Although your goals may change over the years, your need for reliable information will always remain. Whether I'm providing you with one-on-one advice or timely seminars and tutorials, the team at Investors Group - including every specialist and Portfolio Manager - is committed to providing the up to date information you need to manage risk, reduce taxes and fulfill your financial goals.


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