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FOCUSED WEALTHCARE

4.8/5 (74)
NameFOCUSED WEALTHCARE
Address920 Tungsten Street, Suite 202, Thunder Bay, ON P7B 5Z6
Phone +1-807-684-1900   +1-800-454-3011  
Email ID
SpecialityCash Flow Management and Income Protection, Estate Planning and Taxation, Business Owners Success Strategies, Investment Management and Portfolio Construction, Retirement Planning, Long Term Care, Life Insurance, Living Benefits, Group Benefits & Pension
AboutFocused Wealthcare offers excellent client service and expert advice to families, individuals, and businesses in many aspects of tax and financial planning. The team has over 60 years of combined experience, and they help people minimize their estate taxes. David Andrews is a co-founder and senior economic advisor, and Michele Wells is a financial advisor at Focused Wealthcare. They aim to help simplify your goals, giving you added confidence in your financial decisions. They combine experience and expertise to provide each client with the close personal and professional attention they deserve. They maintain the highest ethical standards. The team works with their clients to build a financial plan that focuses on what you want to do.
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