At CommonWealth Financial we have been serving clients for over 40 years. Our Founder, Marilyn Buttery is pleased CommonWealth Financial remains a family business. We are proud members of the Strathroy and area community and giving back to local organizations has been engrained in our business from the very beginning.
CommonWealth Financial specializes in Mutual Fund Investments, Insurance, Income Tax Preparations and Estate Planning services. Whether you're looking to save money for your first home, plan for retirement, purchase life insurance or travel the world our team members can help!
CommonWealth Financial specializes in Mutual Fund Investments, Insurance, Income Tax Preparations and Estate Planning services. Whether you're looking to save money for your first home, plan for retirement, purchase life insurance or travel the world our team members can help!
Services
First time online users, please register below. If you require assistance, please contact Jenny at 519-245-4700 Ext #26. To view your online statements please login at: viefund.partnercenter.ca/myportfolio. To assist our clients in monitoring their investment accounts, we are pleased to offer all our client's secure online access to their current account statement over the internet.
We offer a wide range of investments, from conservative to aggressive mutual funds. The conservative investments focus on the stability of principal while providing a more tax efficient platform for the investment. Aggressive investments focus on the growth of the principal and range from a medium to high-risk tolerance, depending on the risk aversion of the client, the goals for the investment, and personal preference.
CommonWealth is proud to offer a wide variety of insurance options from over 21 companies to meet your needs and those of your family or workplace. Our services have got you covered with Life Insurance, Critical Illness Insurance, Disability Insurance, Term Insurance for your Mortgage, Health & Dental, Travel Insurance, and Long-Term Care Insurance.
We are proud members of the Strathroy & Area community and we love to give back to local organizations. Here you can keep up with all the fun we're having out and about!.
The opinions expressed herein are those of Commonwealth Financial and do not necessarily reflect those of Equity Associates Inc. Equity associates is registered as a mutual fund dealer and exempt market dealer in select provinces and offers mutual fund and related products as well as select referrals.Nothing contained within the site should be construed as investment advice.
The opinions expressed herein are those of Commonwealth Financial and do not necessarily reflect those of Equity Associates Inc. Equity associates is registered as a mutual fund dealer and exempt market dealer in select provinces and offers mutual fund and related products as well as select referrals.Nothing contained within the site should be construed as investment advice.
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