Eric Simard, CFP & Angèle Simard, FCSI CIM PFP
Office Address: Office Hours:
209 Main Street, Suite 101 Monday to Thursday: 9 am to noon & 1 pm to 4:30 pm
Sturgeon Falls ON P2B 1P3 Friday: 9 am to noon & 1 pm to 4 pm
Extended hours available by appointment
As Investment Advisors and Financial Planners, our role is to help you plan for and protect your financial future. Whether you are accumulating wealth, receiving a lump sum, or drawing on your life savings, we help you understand and navigate the complexities of the financial world. We bring you peace of mind by creating clear, actionable strategies that allow you to meet your goals.
Angèle Simard, FCSI® CIM® PFP®
Eric Simard, CFP®
When you want to create more personal wealth, it makes sense to work with experts who understand the intricacies of growing, managing and protecting your money. You want someone who can help you make good decisions, understand your investments, meet your goals, and prepare for what’s on your financial horizon. Strong communication is part of our ongoing process to help you make sensible decisions about money. We are committed to improving our knowledge and credentials to exceed industry standards. We also believe in supporting and being involved in our local community.
We welcome the opportunity to discuss your financial goals and establish a strategy for your investment, estate, tax and retirement planning needs.
l'Alliance Wealth Management
Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered marks owned by Aviso Wealth Inc. L’Alliance Wealth Management is a program provided by Credential Financial Strategies Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trade-mark(s) of L’Alliance Wealth Management are used under licence by Credential Financial Strategies Inc.