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.
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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Don't hesitate to contact me today to bring clarity to your financial questions.