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Contact
NameLuke MacLennan
Telephone5192912817
Mobile5192912817
TollFree Phone5192912817
Location
Address 1135 Main St E
Address 2Box 68
CityListowel
Prov/StateOntario
Zip/Postal CodeN4W 3H2
CountryCanada
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Description

 

 

Like a telescope, we scan the economic horizon, seek out the best opportunities for you and make adjustments to ensure everything in your financial situation is clear, firm and focused.Keeping the telescope perfectly balanced is the tripod – the seamless integration of accounting, financial planning and investment management. By bringing these three areas together we are able to clearly define your goals, build solid financial plans and stay focused on growing customized portfolios for your unique situation.With over 30 years of knowledge and experience, our team of dedicated professionals manage investment portfolios for families, individuals, private companies, estates and trusts. Today, we have more than $1 billion in assets under administration.

 

For more information

http://www.iaic.ca/home.htm

 


 

 

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Current LocationListowel, CA
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