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Don't just chase your dreams
Choose to work with Lock Wealth Advisors and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.
Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.
We are not exclusive to any bank or fund so we come with no-strings-attached.
We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.
We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.
We tailor plans to suit your stage-of-life, plans and milestones.
We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.
We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!
Pull up a chair, and let us tell you our story.
Financial Planner
Financial Advisor
31 January, 2025
On U.S. President Donald Trump's first day in office, he threatened to impose 25% tariffs on goods from Canada and Mexico by Feb. 1. The re-emergence of tariffs as a Read more
24 January, 2025
Tax rates, RRSP and TFSA contribution limits and CPP benefit amounts change every year. Learn about these changes with our handy new Money Facts guide for 2025 and k Read more
20 January, 2025
In his Q4 2024 update, Corrado Tiralongo looks to 2025 and sees numerous challenges, including U.S. trade policies, structural issues in China and slow growth in the Read more
Price is what you pay. Value is what you get. - Warren Buffett
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