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THE POWER OF GREAT ADVICE

We understand your goals and dreams are as individual as you are.

MEET YOUR ADVISOR

Lawrence Cole's motivation for becoming a Financial Security Advisor stems from a deeply personal place. Witnessing friends and family struggle to achieve their financial security goals inspired him to enter the field. Over the years, Lawrence has built a reputation for simplifying complex financial concepts and educating individuals effectively. He recognizes the immense trust clients place in him to manage their life savings and is committed to earning that trust every single day.

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MEET YOUR ADVISOR

OUR PLANNING PROCESS

Financial security planning goes beyond preparing for retirement or safeguarding against risks – it's about turning your dreams into reality.

I will collaborate with you to:

  • Assess your needs, investment comfort level, and life stage.

  • Develop a personalized plan that manages risk and brings your goals within reach through a comprehensive planning process.

  • Recommend the products and services that best support achieving these goals.

  • Clarify your options through detailed analysis, in-depth market research, and the expertise of a team of highly-qualified tax and product specialists, including a private wealth counselor.

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OUR PLANNING PROCESS

Let's get acquainted. Contact us

We offer a complimentary "Get Acquainted" meeting to describe our

services, and to see if our services are right for you.

The information on this website is intended for residents of Prince Edward Island and Ontario only.

Click here to view legal, copyright and trademark information.

Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design and Canada Life Mutual Funds are trademarks of Quadrus Investment Services Ltd. used with permission.

 

Insurance Products, including segregated fund policies, are offered through Cole Wealth Management Inc., and Investment Representative Lawrence Cole offers mutual funds and compensated referrals through Quadrus Investment Services Ltd.

* The use of e-mail is not a secure medium and personal information should be transmitted by more secure means.

Affiliated with Canada Life.

Cole-Wealth-Management-Inc-Logo-66-5568-

102-119 Queen Street

Charlottetown, PE C1A 4B3

Tel:  902-620-0013

Cell: 902-629-9550

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© 2025 Cole Wealth Management Inc.

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