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Why Use a Financial Advisor?

by Admin | Jul 27, 2021 | Uncategorized | 0 comments

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102-3400 Dutch Village Road,
Halifax, NS B3N 0E7

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The Basics of TFSAs
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Davison & Orser Wealth Planning is an outside business activity that may offer non-securities-related financial planning services. Any specific investment recommendations provided by James Davison and Peter Orser must be done through Assante Financial Management Ltd. (“Assante”), a registered mutual fund dealer. Although Assante is not responsible for any service or product supplied through Davison & Orser Wealth Planning, Assante will monitor for conflicts of interest, and investigate any client complaints related to services offered by Davison & Orser Wealth Planning.

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