Young Family

SERVICES

financial Advice

Let us help you find ways to save, achieve your goals and make sure the money you’ve worked hard for is now working for you.

Retirement is a whole new stage in your life, and it should be on your terms. We can help you prepare and plan out every part.

Let your business work when you can’t. Protect your hard-earned success with flexible coverage options.

Personal insurance is a contract that provides a binding guarantee that compensation will be paid in case of an injury, illness or death.

Investing can be simple. We’ll explain how it works so you can make smart choices.

You've found a house.

Let's make it your home. 

Estate protection is a way to know your hard-earned legacy will be passed on to the people and causes you care about.

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.