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Karen Chalovich
Teresa Smith
Heather Gingell

Tel: 905-373-1507
Toll Free: 1 800-934-9992
Fax: 905-373-9331

76 King Street W
Cobourg, ON
K9A 2M3

Business, Professionals, Non-Profit

For Business Owners and Professionals, being an entrepreneur and running your own business doesn't leave much time to manage your own finances and investments. We make sure you are on track with your investments towards your business and family goals, Retirement planning and Wealth building. We can offer Group RSPs for your employees to assist them with retirement planning also. 
We also provide assistance to many Non-Profit Organizations to manage their investments, cash flow, and Group RSPs for employees.