Detailed planning is OUR CORE CAPABILITY
Services
Offering a wide range of investment services, Limestone City Wealth Management is committed to helping you achieve your financial goals. Specializing in financial planning, insurance, tax planning & investment planning, they work with clients to design financial plans and investment portfolios to meet their individual needs. Limestone City Wealth Management offers a comprehensive array of investment alternatives tailored to the needs of each individual investor. These alternatives include stocks, bonds, mutual funds/corporate class, segregated funds & Universal Life insurance. Whether you need retirement planning, taxation advice or insurance & estate planning, Limestone City Wealth Management will put you - and your needs - first.
Experience
Together the Limestone City Wealth Management team has 100 years experience in the Financial Services Industry. They have worked in various roles in the industry including; Branch Manager, Financial Advisor, Taxation Planner & Lender.
Education
The team is Securities Licensed, Insurance Licensed and have Financial Planning Designations.
