Valcore Planning Solutions - Alexandria
We DESIGN and IMPLEMENT the framework required to uncover financial wealth for motivated people. We work to establish long-term relationships with our clients and strive to remain a trusted and valuable resource. With ongoing communication and scheduled reviews, we continue to guide our clients and MANAGE their wealth through all economic conditions and life events.
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What We Offer
We are an independent dealer office located in the historic Priest Mill building in the heart of Alexandria, ON. We offer a broad selection of Investment products which include GICs, Mutual Funds, Labour Sponsored Funds, Stocks, and Bonds. New issues structures available include: equity IPO’s, secondary offerings, preferred shares, convertible debentures, income trusts, flow-through shares, structured product offerings, and specialty products.
We also offer Life and Disability Insurance products from various companies. Insurance solutions include: Segregated Funds, Traveler Insurance, Life Insurance, Long-term and Short-term Disability, Critical Illness, Health, and Group Plans.
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