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Bringing over a combined 30 years of experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Lock Wealth Advisors

Our clients know they can rely on:

  • a defined, consistent approach to financial planning
  • a commitment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.

 

Latest Blog Posts

2018 Toronto Due Diligence conference recap!

Filed Under: Special Reports and Newsletters

9 March, 2018

To kick off the year, we spent two days with several investment specialists who manage portfolios for Counsel Portfolio Services a... Read More

Take Control of Your Retirement Income

Filed Under: Retirement Planning

25 January, 2017

Take Control of Your Retirement Income The financial landscape is changing. Now more than ever, Canadians need expert advice.... Read More

Understanding Your Statements

Beginning in 2017, you will find that your fourth quarter statement, typically mailed out in January, includes two new sections. 

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