Two Roads ® Financial Centre
At Two Roads Financial Centre we help Canadians make better retirement decisions. Our mission is the provide clients the very best in capital preservation and retirement income and lifestyle strategies. The Two Roads team concentrates its expertise on developing personalized investment and tax-efficient strategies to preserve capital for our client’s retirement and estate plans, while maximizing family income throughout retirement through effective tax planning.
Success is measured by our client’s success. Our Award-winning Team has been Nationally ranked/awarded, “Top 10 Wealth Builder of the Year” two consecutive years, and received the Consumers Choice Award for “Business Excellence” for ten consecutive years! The CBRB Canadian Business Review Board Inc. selected and approved Two Roads Financial Centre for the “CBRB Best Businesses in Canada 2022″. Locally we have been awarded, “Readers Choice Gold Award” and “CHCH Business Excellence Award”.
Our commitment to informed advice and service excellence continues.
- We accept new clients by referral.
- Our team minimums are $250K in investable assets and/or $100k in GICs.
Within our team of family wealth advisors our core competencies include;
- Capital Preservation
- Estate Transfers
- Wealth Management
- Pension Programs (e.g. CPP, OAS, DOFASCO, HOOP, OMERS, etc.)
- Retirement Income Management
- Tax Planning and Preparation
- Personal Insurance
Given the focus on the retirement phase of life, the breadth of our client base and the size of assets under administration, we retain a network of lawyers, accountants, and consultants to round out our team.
Two Roads ® is a registered trademark of Two Roads Inc.