WEALTH CREATION. WEALTH PRESERVATION. WEALTH TRANSFER.

planning & investing for all your goals.

We help you plan and invest for your short and long term financial goals.  We will work with you to build wealth while mitigating downside risk and create your estate plans for future generations.

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investments

life insurance

investments

Invest with confidence as we educate you on the various investment options.  Mutual funds, ETFs, segregated funds and more!

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Mortgages

life insurance

investments

Whether you are taking equity out of your home, buying a house, an investment property, or a cottage, we can help!

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life insurance

life insurance

health & dental insurance

Life insurance is used to pay off debt upon death, settling final expenses,  protecting business interests  and more.

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health & dental insurance

financial literacy for kids

health & dental insurance

Self-employed and need health & dental benefits?  Contact us for a free quote today!

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financial literacy for kids

financial literacy for kids

financial literacy for kids

Money management skills are learned at an early age.  Educating children on financial concepts is simple with our online interactive sessions!

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travel insurance

financial literacy for kids

financial literacy for kids

Travel has changed since the pandemic.  Stay protected with travel insurance.  Contact us for a free quote today!

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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.

MoneyGal wealth management

Hours

Monday - Friday: 9am - 5pm

Saturday - Sunday: By appointment


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