Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

Advisors & Consultants

Certika Investments Ltd.

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

Certika Investments Ltd.

Overview:

Certika Investments Ltd., formerly Family Wealth Advisors Ltd. is a fully independent Mutual Fund Dealership offering the resources of all Mutual Fund Companies and their products. Our full service operation also incorporates an independent life insurance brokerage operation and offers clients full service financial planning through our diversified lineup of products. The products available include mutual funds, life insurance, long term care, critical illness insurance, segregated funds, employee benefits and GIC's.

History:

The original dealership was created by Brian Noonan in 1976 under the name of Balanced Planning Insurance Agency Ltd. Balanced Planning grew to include 150 licensed advisors and numerous regional offices. In 2001, Brian and his son Fred started their second Independent Dealership called Family Wealth Advisors Ltd. Fred Noonan took over the business in June of 2007 upon the passing of his father Brian. With 2 offices in Perth and 10 associates working in the surrounding area, we are now owned by R.G. Packman & Associates Ltd. in Ottawa.

Formerly known as: Family Wealth Advisors Ltd.

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.