Our mission is to demystify the financial planning process and help you make informed decisions about the creation, accumulation, and preservation of your wealth. We are passionate about helping you achieve your financial vision. We believe in an open, authentic, and transparent business relationship with our clients. We believe in a holistic approach to wealth management that is constructed based on three principles. 312 - 15252 32nd Avenue.

Why Point and Figure Charts. Point and Figure Chart Basics. Retirement Planning starts with Investment Planning 101. We help our clients with financial planning. And managing their RRSP and retirement accounts. Using point and figure charting. We believe in the fee based approach to asset management. A PLAN FOR ALL SEASONS. You can contact Mike Farrell and his team at 905-331-8458.

Greetings from the staff at the Manulife Securities office in Bracebridge, servicing all the communities of Muskoka. It was in 1994 that we first opened a Fortune Financial office in downtown Bracebridge. We were located in the basement at 35 Manitoba Street where Banks Brothers had their retail electronics store. At the time we had no idea how our presence would be received nor how to successfully market our services to the investing public. Needless to say, after almost two decades, we have seen our sh.