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Batch Flick Wealth Management Group

Tel: 519-646-1180
Toll Free: 800-265-4195

Address
255 Queens Ave.
Suite 1900
London, ON
N6A 5R8
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The Challenges

 


Our team has a wealth of financial knowledge and expertise. Access to training, industry-leading research, and are backed by the power of BMO Financial Group. We have the skill set and resources to provide an all-inclusive service that is tailored to you.

Concerns that many of our customers face:
  • How much do I have to save for a comfortable retirement?
  • Should I contribute to an RRSP or a Spousal RRSP or maybe my TFSA?
  • What is the best way to save for my child or grandchild's education?
  • How do I minimize taxation?
  • How much and what type of insurance should I have?
  • When should I start estate planning?
  • What is the best way to transition my assets to my beneficiaries?
  • Can I be making charitable donations and if so, how much?
We can SOLVE these issues for you and your family.