Advantage Wealth Planning is a financial service company. I specialize in big picture or "holistic " financial planning. The written financial plan provides the guide for what investments and insurance you may need to achieve your goals. I work with consumers (individual or family) as well as small business owners. What sets me apart from other financial advisors is the following. 1. A written written financial plan. Do you have one from your current financial planner? 2. Annual reviews of your financial plan. 3. Offering ETF portfolios for minimum investment of $35K. 4. Full analysis of not only investment needs for retirement but risk management needs from the perspective of life, disability, long-term care and critical illness insurance. 5. Specializing in Individual Pension Plans, IPPs, for incorporated business owners (CCPC) and professional Corporations (PC).
| Website | http://advantagewealthplanning.ca/ |
| Revenue | $200000 |
| Employees | View employees |
| Founded | 2012 |
| Address | 344 Front St, Belleville, Ontario K8N 5M4, CA |
| Phone | +1 613-766-0427 |
| Technologies |
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| Industry | Financial Services, Finance General, Finance |
| Web Rank | 31 Million |
| Competitors | Wealthsimple, RBC Wealth Management, BMO, TD, CIBC, Fidelity Canada, Mackenzie Investments, Manulife, Financière Sun Life, Desjardins +22 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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Advantage Wealth Planning Questions
The Advantage Wealth Planning annual revenue was $200000 in 2026.
Advantage Wealth Planning is based in Belleville, Ontario.
The NAICS codes for Advantage Wealth Planning are [52393, 523, 5239, 52].
The SIC codes for Advantage Wealth Planning are [62, 628].
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