Lawrence Cole's reason for becoming a Financial Security Advisor is deeply personal. He saw many friends and family struggling to find the help they needed to achieve their financial security goals. After years in the business, he has developed a reputation for educating individuals in a way to make the complex simple.
He understands the trust his clients put in him to handle their life savings, and every day he strives to earn that trust. Financial security planning is about more than planning for retirement or protecting yourself against risk - it is about making goals come true.
He understands the trust his clients put in him to handle their life savings, and every day he strives to earn that trust. Financial security planning is about more than planning for retirement or protecting yourself against risk - it is about making goals come true.
Services
Meet Your Advisor
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Driven by an authentic service orientation and strategic mindset, Lawrence founded Cole Wealth Management Inc., Working with individuals & businesses who value long term relationships is the cornerstone of his business approach. Relying only on referrals and word of mouth, he has built a thriving practice, assisting people who see who foresee a lifetime of collaboration.
Services
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Let us help you find ways to save, achieve your goals and make sure the money you've worked hard for is now working for you. Personal insurance is a contract that provides a binding guarantee that compensation will be paid in case of an injury, illness or death. Estate protection is a way to know your hard-earned legacy will be passed on to the people and causes you care about.
Individiual and Family
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Whether saving for your child's education, planning a vacation, building a nest-egg or managing your finances during retirement, we can help you create an investment portfolio that fits your needs. A significant component of most investment portfolios, mutual funds may fit into your financial security plan.
Business Solutions
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As a business owner, the majority of your wealth is likely directly tied to the business you have worked hard to grow. Naturally, your personal and business affairs tend to become a little more complicated. It is extremely important that your wealth is handled with the highest level of care and a well thought out strategy is in place to preserve capital over time.
Wealth Management
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Your wealth, your life, and your goals are unique. Whether you're looking to protect and grow your assets for future generations, succeed in your business ventures, or prepare for the unexpected- Cole Wealth Management Inc. is here to guide you every step of the way. Let our deep understanding of what's important to you turn your challenges into opportunities.
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