We are independent financial advisors and a family-run business in the Bay of Quinte region. We provide financial advisory services and act as an independent broker for financial products. We are able to deal with the majority of financial institutions on behalf of our clients. And we use investment, insurance and planning software to ensure recommendations are made on an objective basis.
We take the time to thoroughly understand what it is you want to achieve. We strive to help you meet your goals while providing an engaging, superior level of client services. A Certified Financial Planner (CFP) certification provides assurance that the planner is committed to internationally-recognized professional standards of competence, ethics and practice as set out and enforced in Canada by the Financial Planning Standards Council (FPSC).
We take the time to thoroughly understand what it is you want to achieve. We strive to help you meet your goals while providing an engaging, superior level of client services. A Certified Financial Planner (CFP) certification provides assurance that the planner is committed to internationally-recognized professional standards of competence, ethics and practice as set out and enforced in Canada by the Financial Planning Standards Council (FPSC).
Services
We work in a collaborative environment to ensure we are providing our clients with a superior level of service for their financial planning needs. Our team is comprised of financial advisors and administrative support staff. The following section provides you with an overview of our team members. Adam joined Tipper Financial Services in 2006, and became co-owner of Tipper Financial Services Ltd. in 2008.
As an individual, we understand that your financial needs are unique and change over time, that's why we offer different models of service ranging from full planning to singular products. We are passionate about finding the right financial products and service to help you achieve your goals. We will work with you to establish a custom financial plan that balances cash flow, short term savings, and planning for your future.
As a high net worth individual, there are additional services and products specifically tailored for your needs. A Certified Financial Planner (CFP) certification provides assurance that the planner is committed to internationally-recognized professional standards of competence, ethics and practice as set out and enforced in Canada by the Financial Planning Standards Council (FPSC).
You are unique and so are your financial needs. We start by getting to know you and recommending a service plan that will best help you achieve your financial goals. We offer a free, no obligation initial consultation to get to know you and discuss how we can best work together. Your Tipper Financial Planner will recommend services to help you take the next step towards financial well-being.
All mutual funds are sold through Monarch Wealth Corporation, a registered mutual fund dealer. Commissions, trailing commission, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus/fund facts before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.
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Rosemary Whyte
Jun 06, 2020
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