The management of our portfolio has been the best we have ever experienced! They always seem to be ahead of market trends and potential disruptions, and they endeavour to protect our investments accordingly, in alignment with our risk tolerance and portfolio growth plans. As we move into the retirement phase of our lives, their expertise, advice and approach is very much appreciated. It is reassuring to us that we have such a committed team looking after our financial security, and we highly recommend them.
L.I.F.E. Wealth Management Inc.
Please note that only
Echelon Wealth Partners
is a member of CIPF and regulated by IIROC;
Chevron Wealth Preservation Inc. is not.
*Insurance Products provided through Chevron Preservation Inc.
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