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Young Family

SERVICES

Let us assist you in finding ways to save, achieve your goals, and ensure that the money you've worked hard for is now working for you.

Retirement marks a new chapter in your life, and it should unfold on your terms. We can help you prepare and plan every aspect of it.

Ensure your business continues to thrive even when you can't be there. Protect your hard-earned success with flexible coverage options.

Personal insurance provides a binding guarantee of compensation in the event of injury, illness, or death.

Investing can be straightforward. We'll explain how it works so you can make informed and smart choices.

Estate protection ensures that 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.

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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.

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

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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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