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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 reason for becoming a Financial Security Advisor is deeply personal. He saw many friends and family struggling to find the help they needed to achieve their financial security goals. After years in the business, he has developed a reputation for educating individuals in a way to make the complex simple. He understands the trust his clients put in him to handle their life savings, and every day he strives to earn that trust. 

 

OUR PLANNING PROCESS

Financial security planning is about more than planning for retirement or protecting yourself against risk – it is about making goals come true.

I will work with you to:

  • Evaluate your requirements, investment comfort level and life stage

  • Create a customized plan that manages risk and brings goals within reach through an integrated planning process

  • Recommend products and services that best help in achieving these goals

  • Make sense of your options through analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists, including a private wealth counsellor

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OUR SERVICES

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.

Mortgages are offered through The Canada Life Assurance Company. The Canada Life Assurance Company is a federally regulated life insurance company and the mortgagee. *Inquiries will be referred to a Credit Planning Consultant.

Representing Freedom 55 Financial is a division of The Canada Life Assurance Company.

Canada Life, and Freedom 55 Financial and design are trademarks of The Canada Life Assurance Company.

Shops of St. Avards

11 St. Peters Road

Charlottetown, PE C1A 5N1 

Tel: 902-892-3062 Ext 224

Fax: 902-628-2228

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© 2020 by Cole Wealth Management Inc.