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Simard & Associates
Finance · Canada · 1-10 Employees
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Overview
Headquarters
140 Ouellette Ave Suite 200, Windsor, On...Phone Number
(519) 967-1180Website
www.simardandassociates.comRevenue
<$5 MillionIndustry
About Simard & Associates
Simard and Associates Wealth Strategies offers a range of customized financial services including independently advised custom portfolios, insurance, cash flow and retirement planning, and business succession planning. They cater to professionals and families, providing tailored strategies for pre and post-retirement, estate planning, and tax reduction. The firm prides itself on building trust and understanding with clients, ensuring that their financial planning is both comprehensive and personalized. With a dedicated team of financial specialists, they aim to enrich the lives of their clients through expert guidance and support.Explore more
Simard & Associates Org Chart
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Simard and Associates Wealth Strategies offers a range of customized financial services including independently advised custom portfolios, insurance, cash flow and retirement planning, and business succession planning. They cater to professionals and families, providing tailored strategies for pre and post-retirement, estate planning, and tax reduc... Read More
