Active Wealth Management

We are a goal oriented financial firm helping clients build and protect all they have worked hard to create. Our unique approach to working with clients helps them achieve financial clarity. We recommend strategies that are aligned with their risk tolerance and financial goals. We personally answer our phones to help serve you better.

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Active Wealth Management
Active Wealth Management

We are a goal oriented financial firm helping clients build and protect all they have worked hard to create. Our unique approach to working with clients helps them achieve financial clarity. We recommend strategies that are aligned with their risk tolerance and financial goals. We personally answer our phones to help serve you better. We Offer Two Distinct Approaches to Help Serve Your Needs: Full Financial Planning Discovery The Strategic Plan Implementation Monitoring Need/Goal Specific Services Personal/Family Retirement and Investment Planning Estate Planning Life Insurance Disability & Critical Illness Insurance Business/Corporate Key Man Insurance Partnership Group Services Pension Plans Group RRSP’s Health & Dental Benefits


Address: 237A Coleman Street, Belleville, ON, K8P 3H8, Canada

Phone: +1 613 771 0115
FAX: +1 613 771 0121