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Our focus is always on the long-run, while keeping an eye on shorter-term market trends and volatility. We manage money for young professionals, families and businesses. We also serve as coordinators ensuring those same individuals have proper estate, tax and risk management strategies in place to protect their futures. If you are wondering if a comprehensive Advisor and a wealth management plan is right for you, we offer complimentary (with no obligation) initial meetings. We stand by our commitment to excellence and we sincerely believe we can help.
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Mutual Funds, Private Portfolios and GICs are offered through Monarch Wealth Corporation, sponsoring mutual fund dealer. All insurance products and services are offered through Spear Financial Management Corporation.